The Road to Becoming Financially Powerful: Take One Step Forward Today with Jully- Alma Taveras

The Power of the Ask

This Power of the Ask podcast episode features Jully Alma Taveras, also known as Investing Latina, a Plutus Award-winning bilingual personal finance expert.

In this powerful episode, Jully shares her journey of starting Investing Latina to help others avoid the financial struggles she faced herself, such as credit card debt, and emphasizes the importance of building good credit and establishing sound financial habits.

As an immigrant from the Dominican Republic, she connects deeply with her audience, many of whom share similar backgrounds. Her platform focuses on creating a supportive community where people can share their financial stories and learn from one another.

Despite facing cultural barriers and financial challenges throughout her life, Jully highlights the importance of small, consistent investments and savings. She encourages people to look at their financial goals as separate but related endeavors—savings for security and investing for future growth. Jully's story of overcoming debt and building wealth is a testament to the power of intentional financial planning and resilience.

Her efforts have significantly contributed to increasing financial literacy and wealth-building in the Latina community. By promoting open conversations about money and providing practical steps to achieve financial stability, Jully continues to inspire and empower others to take control of their financial futures.
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About Jully-Alma Taveras:

Jully-Alma Taveras, also known online as Investing Latina, is a Plutus Award-winning bilingual (Spanish) personal finance expert. She writes for publications like CNBC, Time's Next Advisor, HuffPost, and others on money topics ranging from saving to investing. On her YouTube channel, she tells money stories from the lens of a Dominican Republic-born immigrant living in New York who went from being a shopaholic to a smart spender and diligent investor. Her money philosophies have inspired thousands of women to live minimally & spend intentionally, so that they can invest more.

Jully is a sought-after Fortune 20 speaker and facilitator that has led workshops at Nasdaq, Google, Verizon and at The White House Economic Council (2021) among others. She has taught over 10,000 people how to invest through her program The Investing Workshop. Although she has a social following of 39k+ on Instagram and collective social impressions of over 23 million, she is extremely approachable and is an educator to the core. She is the eldest of 3 in her own family, so her audience sees her as the older sister who will force you to do better while also being your cheerleader along the way.
Important Links:

Capitoli

1. The Road to Becoming Financially Powerful: Take One Step Forward Today with Jully- Alma Taveras (00:00:00)

2. Introduction (00:00:03)

3. Financial Empowerment For Immigrants and Minorities (00:03:39)

4. Debt Management and Prioritizing Financial Goals (00:08:05)

5. Cultural Barries to Wealth Building in the Latin Community (00:13:53)

6. Saving and Investing for Latino Communities (00:19:34)

7. Financial Literacy, Investing and Personal Finance (00:25:33)

8. Financial Obstacles and the Importance of Asking Questions (00:30:30)

9. Empowering Women to Have Money Conversations (00:36:11)

10. Investing and Financial Empowerment (00:40:24)

11. The Power of the Ask (00:43:55)