Charles Moka Jr., Founder and Host of Principled Minds, is joined by Jerel Harvey, a seasoned financial expert with over 15 years of experience in the financial service industry. As the founder and managing principal of Fedway Financial, Jerel has dedicated his career to empowering individuals and businesses, especially federal employees, in achieving their financial goals and objectives.

In this episode, we delve into the mindset of our esteemed guest on the following;

02:21 : The influence of parental relationships.

06:39 : Money and effective fund management 

13:00 : Attitudes towards spending, discipline, and investment policies.

15:20 : Nurturing long-term financial goals and strategies.

17:27 : investment management

18:21 : Tips on finding a reliable financial adviser.

23:29 : Identifying resources necessary for successful financial investments.

24:22 : Privacy policies in financial management.

26:10 : Financial benefits available for government employees.

27:40 : Exploring different levels of financial planning and asset management.

28:30 : Retirement benefits, including pensions and insurance policies 

31:47 : The complexities of government financial and investment policies.

34:05 : Challenges that government employees may face post-retirement.

47:10 : Strategies for turning challenges into opportunities in the business sector.

50:10 : The importance of maintaining accountability in business.

56:19 : Valuable resources for achieving financial stability.

Join us as we navigate the intricate landscape of personal finance, retirement planning, and overcoming challenges in the ever-evolving world of financial management.

Consider these actions:

⭐️ Follow our guest on LinkedIn: https://www.linkedin.com/in/jerelharvey

⭐️ Share your thoughts in the comments section

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