New financial realities: A financial consultant offers insight on money and the future of work

About this episode:

new financial realities“Your question about how do you deal with all this stuff? The answer is just like anything else: with a good counselor, the most important thing that they can do is shut up and listen.”

-Steven M. Oriol, Chartered Financial Consultant

It is Week 7 of sheltering in place. It’s also the last week of April 2020. Those of us who got a paycheck this week are doing the best we can to use our time well. Others of us, who were furloughed from our jobs, may be struggling, wondering what new shockwaves will hit us next.

Working or not, the anxieties we feel about money and work are deep enough to keep us up at night.  

new financial realitiesThe process of managing personal financial resources is a lifelong endeavor. But the current COVID-19 crisis makes that endeavor mission critical. And if we are suddenly out of work, we need to think carefully about our financial security and future work opportunities.

This week, we speak with Steven M. Oriol of Evergreen Life Wealth Partners, to probe our new realities. He is a chartered financial consultant who works with a wide variety of clients seeking lifetime financial security. Steve is also an adjunct professor of business at the University of the District of Columbia, where he challenges his students to map their career and life plans with value clarity.

In this episode, Steve addresses the new financial realities:

  • Describes the process people can use to relate to, and mitigate, their financial situations. Starts at 2:57
  • Illustrates how moments of grief and anxiety can turn into something positive. Starts at 10:52
  • Addresses career opportunities and pivots, such as additive manufacturing and 3D printing, that could result from the COVID-19 crisis. Starts at 23:34
  • Discusses what his undergraduate students are expressing about their futures. Starts at 27:46

About our guest:

Steven M. Oriol earned his Bachelor of Arts in Economics and Finance from Rutgers, the State University of New Jersey. He also received Chartered Financial Consultant accreditation from The American College. Steve lives and works in the Washington, D.C. area.

NOTE: In the intro for this podcast episode, we incorrectly described Steven Oriol’s job title and certification. He is, as stated in these show notes, a Chartered Financial Consultant accredited by The American College. We regret the error.

EPISODE DATE: May 1, 2020

Social media:

LinkedIn Profile

Image credits: Ben Franklin on $100 bill wearing mask, Diy13 for iStock Photo; Portrait, Steven M. Oriol.