7 min

Starting your financial journey where you are The Successful Living Podcast

    • Self-Improvement

In this episode, I share a story about a conversation on financial planning. What is interesting about the conversation, is the idea that some people have that we shouldn't speak to people struggling with money because it may be disempowering. If someone is struggling financially and we speak about a financial plan, it may feel impossible to achieve. It made my stomach turn, but I realized the people in the conversation were not trained financial coaches and it is a common misconception that you cannot achieve financial wellness or build wealth without having a certain amount of money available to you. Everyone has the ability to start working on their finances, whatever their situation. The financial plan is the tool we use to help someone build the foundation for financial stability and wealth. It includes things like saving, an emergency fund, an estate plan, retirement, and more. For example, If you have children under the age of 18, you need a will and testament. I will speak about the reason for a will and testament, beyond what is typically shared in next episode of the Successful Living Podcast.


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Send in a voice message: https://podcasters.spotify.com/pod/show/successfulivingpodcast/message

In this episode, I share a story about a conversation on financial planning. What is interesting about the conversation, is the idea that some people have that we shouldn't speak to people struggling with money because it may be disempowering. If someone is struggling financially and we speak about a financial plan, it may feel impossible to achieve. It made my stomach turn, but I realized the people in the conversation were not trained financial coaches and it is a common misconception that you cannot achieve financial wellness or build wealth without having a certain amount of money available to you. Everyone has the ability to start working on their finances, whatever their situation. The financial plan is the tool we use to help someone build the foundation for financial stability and wealth. It includes things like saving, an emergency fund, an estate plan, retirement, and more. For example, If you have children under the age of 18, you need a will and testament. I will speak about the reason for a will and testament, beyond what is typically shared in next episode of the Successful Living Podcast.


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Send in a voice message: https://podcasters.spotify.com/pod/show/successfulivingpodcast/message

7 min