7: Finance Unfiltered: The Clear Benefits of a Financial Advisor with Chari Rigby

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Welcome to a pivotal discussion that could reshape your financial outlook. Recently, on “The Accidental CEO Podcast,” host Nata Salvatori was joined by Chari Rigby, a distinguished financial advisor whose journey from a part-time job at a local credit union to a fully licensed financial advisor with Raymond James embodies resilience and strategic growth. This conversation, set against the backdrop of central Florida’s close-knit communities, unfolds valuable insights for anyone looking to navigate the complexities of personal finance and investment.

The Accidental CEO Podcast is more than just a podcast; it’s a community of creative minds eager to transform their accidental titles into intentional successes. So, if you’re passionate about what you do but unsure how to fall in love with the business side of things, let Nata guide you. Subscribe to the Accidental CEO Podcast and join a vibrant community of creative entrepreneurs ready to make their mark on the business world. Together, let’s turn your passion project into your success story.


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Chari Rigby: A Journey from Flexibility to Financial Advising

Rigby’s narrative is not just her career transition but a testament to the evolving nature of personal finance. Initially eyeing a career in counseling, life’s unpredictability led her to the finance sector, where she found her calling. Her story underlines a critical message: it’s never too late to pivot towards financial advising, a field that offers the flexibility and impact she sought in her original career aspirations.

The Role of a Financial Advisor: Beyond Money Management

What does a financial advisor do? According to Rigby, the role transcends managing money; it’s about being a life planner who helps clients navigate financial decisions with an eye towards the future. Whether it’s risk management, goal planning, or ensuring that clients are on track to achieve their dreams, a financial advisor acts as a quarterback, orchestrating a strategy that aligns with their client’s life goals.

The Importance of Early Financial Planning

One of the most striking insights from the conversation is the critical importance of early engagement with a financial advisor. Waiting until you think you have “enough” to warrant professional advice is a common misconception. The truth is, the sooner you start, the more advantageous your financial journey can be. Rigby emphasizes that financial advising is accessible to more than just the affluent; it’s a crucial step for anyone at any stage of their financial journey.

The Entrepreneur’s Guide to Financial Advising

For entrepreneurs and business owners, the discussion sheds light on unique challenges and opportunities. Transitioning from a traditional 9-to-5 to entrepreneurship doesn’t mean leaving behind the benefits of financial planning. In fact, it underscores the necessity of having a solid plan even more. From understanding how to handle previous 401(k)s to strategizing for future growth, Rigby’s insights are invaluable for anyone looking to make their business financially sound while securing their personal financial future.

Making Informed Decisions with Professional Guidance

Investment is not just about putting your money somewhere and hoping for the best; it’s about making informed decisions that align with your financial goals and lifestyle aspirations. Whether it’s deciding between paying off debt or investing, understanding the impact of inflation on savings, or navigating the myriad of investment options available, professional advice can be the difference between financial growth and stagnation.

Final Thoughts: The Power of Planning and the Value of Advice

The conversation with Chari Rigby is a compelling reminder of the power of planning and the value of professional financial advice. Whether you’re an entrepreneur, a parent planning for your child’s future, or someone just starting to navigate the complexities of personal finance, the insights shared in this episode of “The Accidental CEO Podcast” offer a roadmap to a more secure and prosperous financial future.

For those interested in learning more or seeking personal advice, reaching out to a financial advisor like Chari Rigby can be the first step towards taking control of your financial destiny. Remember, it’s never too early or too late to start planning for your financial future.

Mentioned in this Episode
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Connect with Chari Rigby
Instagram – @cerrj2020
Email: chari.rigby@raymondjames.com

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