4/17/25

Ask Me Anything 7 // Gloria Cisneros, CFP

🖥Click here to view the Zoom recording with full transcript and chat messages.

🔐 Passcode: D!meSAm4

In this Ask Me Anything Session with Certified Financial Planner, Gloria Cisneros, we explored topics like developing your own investment perspective & strategy, navigating bad investments, breaking down the basic types of investment assets, modern ways to invest in progressive change, and planning during an economic downturn.

In this session, we discussed:

  • 7:10- If I'm experiencing a career change, how should I adjust my expected salary range to current inflation. I think there's a lot of questions around. What do I do with my money? Slash inflation today? 

  • 10:39-  How do I decide if a real estate investment is worth keeping? And if I’m going to take a loss, how do I plan for recovery?

  • 18:16- do you see if he's also advise on the impact of things like real estate investments? How would they work with you?

  • 21:25 - Should people expect CFPs to get a cut of what they advise on real estate returns, or are they only getting paid on things they manage like stock portfolios?

  • 23:39 -  Do you have tips for navigating this era of economic uncertainty for freelancers with fluctuating income?

  • 30:42 - How should we plan for investing vs saving during these unsettling/volatile times? 

  • 40:24 - How do I start thinking about the number I need for retirement? How do I prepare financially for future caregiving costs?

💌Get in touch with Gloria

🥧 Resources shared by attendees in the chat

Next

Wealth Coworking 5 // Aimee Espiritu, M., Ed.