Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire f

In this episode, I talk about the common misconception that budgeting is too restrictive. As I dive into this topic as so many times I have and others have, I share with you the true result my client was getting from not budgeting. Featuring insights from client experiences, I emphasize the significance of aligning your budget with personal values and desires. By exploring spending habits through tailored exercises, listeners are encouraged to shift their perspective on money management. 

00:23 Balancing Fun and Financial Responsibility

03:08 Overcoming Budgeting Myths

05:06 Creating a Personalized Budget

07:16 Aligning Spending with Values

11:36 Empowering Your Financial Journey

16:16 Programs and Support

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If you’re a GenXer who wants to get retirement ready with clarity and confidence, choose your next step:

→ Connect with me on Instagram @elevate_finances

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→ Book your free consultation to discover if coaching is right for you

Let’s make your retirement dreams possible starting today.