Gaining Financial Clarity - Reflection for a Successful Year Ahead
Listen now
Description
Gaining Financial Clarity - Reflection for a Successful Year Ahead Many of my clients need help with where even to start getting ahead with their money. Today’s episode is part 1 of 3, to help you find clarity with your finances and action steps to get moving forward. Be encouraged and guided to look at your expenses through a different lens or filter and where can you double down on successes? What is discussed on this episode: Reflecting on last year’s money events Reviewing income and expenses Identify financial wins Pinpoint areas for improvement Guiding questions Additional support Let’s Connect! Are you looking for direction on gaining clarity with your finances? Download the Free Financial Clarity Check-Up, a free personal money assessment to help you get started. Do you have questions about this episode? Topics you want to discuss further? Join us in the  free Facebook Community and find the weekly discussion post. If these topics have piqued your interest and you’re looking to gain additional knowledge on these topics and more, visit the website to sign up for one or more of the upcoming monthly workshops. Are you looking for 1:1 support with your finances? Fill out the Interest Form to learn more about programs and cost.
More Episodes
Send us a Text Message.In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York. Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of...
Published 06/25/24
Send us a Text Message.In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial...
Published 06/18/24