Interview Information
ABOUT LORI'S BOOK ABOUT THE 52+ MONEY ESSENTIALS EVERYONE NEEDS TO KNOW ABOUT
52+
Money Essentials
We All Need To Know & Take Action On
by LORI WILSON
Your money isn’t confusing. You’ve just never been given the straight answers. Until now! Let’s be real, managing your money shouldn’t feel like decoding a secret language. But too often, it does — and no one hands you the manual. 52+ Money Essentials is that manual.
INTERVIEW INTRO
Inside Lori's book, 52+ Money Essentials, Lori goes into:
PART 1: INCOME & SAVINGS
PART 2: DEBTS & SPENDING
PART 2: INVESTMENTS
PART 4: INSURANCE
PART 5: TAXES
PART 6: RETIREMENT
PART 7: FUTURE LEGACY
PART 8: LEGAL STUFF
PART 9: MISCELLANEOUS
Let’s cut to it, money affects everything. Your stress levels. Your relationships. Your options in life. Yet, most people were never taught how to manage it. Not at school, not at home, and certainly not in a way that made it make sense. That changes now. 52+ Money Essentials isn’t a textbook, no. It’s your straight-talking, action-driven guide to finally understanding your financial life, one clear, focused essential at a time. No fluff. No jargon. No judgment.
LORI'S BIO + INTRO
For over 18 years, Lori immersed herself in the world of financial services as an advisor, mastering a broad spectrum of areas from insurance (i.e., life, disability, long-term care, health) to investments and comprehensive financial planning.
With a number of earned financial certifications and qualifications, she soon found herself unable to build a solid foundation in helping my clients navigate their financial journeys as well as the companies she performed these services for.
Over time, Lori felt increasingly restricted by the industry’s rigid rules, unable to fully express her voice and ideas, where it best served her clients. She began to feel held back and unable to help her clients in the way she wanted and they needed.
This experience inspired a pivotal shift in her career as a financial consultant — from advising (while working for a financial company) to coaching (privately, one-on-one). Now, she's able to share her deepest financial insights and make true connections with her clients on a deeper, more personal level and without the pressure of having to sell the company's financial products. Instead, she can listen, advise and recommend only what the client needs. THAT, is a great feeling to have when helping people.
Author of the new book, 52+ Money Essentials We All Need To Know & Take Action On By Lori Wilson, please help me welcome Lori Wilson of LoriMoneyCoach.com.
SUGGESTED QUESTIONS
Below, you'll find a number of suggested questions you might ask Lori about her book. Feel free to mix and match and make up your own as well.
Q1: Great title, how did you come up with that title and that subject for your third book?
Q2: What are the 10 main categories you talk about inside the book? How is it laid out?
Q3: Tell me about your qualifications, not only to write a book like this, but what’s your background?
Q4: What are some of the biggest mistakes you see people make when it comes to NOT addressing some of these 52+ money essentials?
Q5: When someone comes to you to work with you, how might you use this book to help them?
Q6: What would you say to everyone listening to this interview about this book and why should they buy it?
Q7: You have some FREE resources at your website and downloadables, can you tell me about them?
Q8: You also speak to audiences about money. What do you talk to them about? What do you train people on?
How can someone get a hold of you if they’d like more information about you, your books, your coaching, your speaker services, your resources?
BOOK DETAILS
You can learn more about Lori Wilson's book on money and personal finance at her website, LoriMoneyCoach.com and about her Money Audit service for individuals at MyMoneyAudit.com.
REQUEST AN INTERVIEW
To request an interview with Lori Wilson, contact Lori online through this website. Your interview inquiry will be responded to promptly. In a hurry? Call Lori's office directly at (619) 314-4600 PST to set up an interview.
PRINT THIS PAGE
I've prepared a Google doc of this entire page, which you can print nicely, download to your computer to make changes, make a copy to your Google Drive or whatever you want. Click the blue button below to access it so you can print it for your use when you conduct our interview. Questions, just let me know.
BOOK DETAILS PAGE
You can learn more about this book on its actual book description page. Click the button below to check that out.
SAMPLE INTERVIEWS
You can listen to sample interviews to get an idea on what your interview with Lori will be like!
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SOCIALIZE WITH LORI ON:
As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
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