Have you ever let your emotions get the best of you? You’re not alone!

But when it comes to financial planning, emotional decisions can prove to be very costly.

In today’s thought-provoking episode, Charlie Massimo and Peter Anastasian speak with Elena Beckius, a leadership coach and senior vice president at Think2Perform. They help you be more reflective in your decision-making and be better aligned with your core values — so you can avoid knee-jerk choices you may regret later.

Elena discusses: 
The critical role of values and emotions in financial decision-making
Why you should narrow down your top 5 core values (and reassess them periodically)
Practice exercises to elevate your self-awareness
How to live in “alignment” with your core values i.e., integrate them into your daily life
And more

Resources:
Think2Perform: Values Exercise

Connect with Elena Beckius:
Think2Perform
LinkedIn: Elena Beckius

Connect with Wealth Enhancement Group:
1-631-777-1030
Wealth Enhancement Group
LinkedIn: Charlie Massimo
LinkedIn: Peter Anastasian

About Our Guest:

If you’re like the leaders Elena coaches, you have an ideal picture of who you want to be and what you want to accomplish in your business, in your personal life, and in your community. As a leadership coach, keynote speaker, and author, Elena serves people by helping them make that ideal real. Elena is passionate about helping people know, embrace, and steward their gifts, and to understand their most important values to fully step into their purpose and reach their highest potential.  

Elena joined Think2Perform after 17 years in the Financial Services industry. In those years, she held every field role from Financial Advisor to Executive Field Vice President. 

Elena knows the unique challenges and opportunities for female leaders and female business owners in male-dominated industries.  If you’re a woman looking to take your business, leadership, or influence to the next level, Elena invites you to have a conversation about the power of coaching. Elena also consults with leaders and companies to help them enhance the way they serve women. Nick Kristof said “If you want to change the world, empower a woman.” Elena is on a mission to do just that, empower women.

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Have you ever let your emotions get the best of you? You’re not alone!
But when it comes to financial planning, emotional decisions can prove to be very costly.
In today’s thought-provoking episode, Charlie Massimo and Peter Anastasian speak with Elena Beckius, a leadership coach and senior vice president at Think2Perform. They help you be more reflective in your decision-making and be better aligned with your core values — so you can avoid knee-jerk choices you may regret later.
Elena discusses: 
<ul>
<li aria-level="1">The critical role of values and emotions in financial decision-making</li>
<li aria-level="1">Why you should narrow down your top 5 core values (and reassess them periodically)</li>
<li aria-level="1">Practice exercises to elevate your self-awareness</li>
<li aria-level="1">How to live in “alignment” with your core values i.e., integrate them into your daily life</li>
<li aria-level="1">And more</li>
</ul>
Resources:
<ul>
<li aria-level="1"><a href="https://www.think2perform.com/values">Think2Perform: Values Exercise</a></li>
</ul>
Connect with Elena Beckius:
<ul>
<li aria-level="1"><a href="https://www.think2perform.com/">Think2Perform</a></li>
<li aria-level="1"><a href="https://www.linkedin.com/in/elenabeckius/">LinkedIn: Elena Beckius</a></li>
</ul>
Connect with Wealth Enhancement Group:
<ul>
<li aria-level="1">1-631-777-1030</li>
<li aria-level="1"><a href="https://www.wealthenhancement.com/s/advisor-teams/massimo-anastasian">Wealth Enhancement Group</a></li>
<li aria-level="1"><a href="https://www.linkedin.com/in/charlesmassimo/">LinkedIn: Charlie Massimo</a></li>
<li aria-level="1"><a href="https://www.linkedin.com/in/peteranastasian/">LinkedIn: Peter Anastasian</a></li>
</ul>
<ul></ul>
About Our Guest:
If you’re like the leaders Elena coaches, you have an ideal picture of who you want to be and what you want to accomplish in your business, in your personal life, and in your community. As a leadership coach, keynote speaker, and author, Elena serves people by helping them make that ideal real. Elena is passionate about helping people know, embrace, and steward their gifts, and to understand their most important values to fully step into their purpose and reach their highest potential.  
Elena joined Think2Perform after 17 years in the Financial Services industry. In those years, she held every field role from Financial Advisor to Executive Field Vice President. 
Elena knows the unique challenges and opportunities for female leaders and female business owners in male-dominated industries.  If you’re a woman looking to take your business, leadership, or influence to the next level, Elena invites you to have a conversation about the power of coaching. Elena also consults with leaders and companies to help them enhance the way they serve women. Nick Kristof said “If you want to change the world, empower a woman.” Elena is on a mission to do just that, empower women.
Disclosures
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what you've built and enjoy what you've earned. Join Charlie and Peter, and their guest experts, as they venture to help you continue to grow your wealth.

Your Pathways To Wealth

You’re listening to Your Pathways To Wealth, a podcast hosted by Charlie Massimo and Peter Anastasian. In this series,You will meet great people who have successfully created and built their wealth, who will share their personal stories and financial strategies with you.

You’re listening to Your Pathways To Wealth, a podcast hosted by Charlie Massimo and Peter Anastasian. In this series,You will meet great people who have successfully created and built their wealth, who will share their personal stories and financial strategies with you.

Have you ever let your emotions get the best of you? You’re not alone! But when it comes to financial planning, emotional decisions can prove to be very costly. In today’s thought-provoking episode, Charlie Massimo and Peter Anastasian speak with Elena...

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