The Moneymatics Podcast

#033 Budgeting, Boundaries & Building Wealth: A Real Talk on Money


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In this episode of the Moneymatics Podcast, host Omobobola welcomes investment advisor Valerie for an in-depth discussion on personal finance, investment strategies, and the emotional aspects of money management. Valerie shares her journey into investment consulting, her evolving relationship with money, and practical tips for building a savings culture. The conversation also touches on the challenges of budgeting, the importance of emotional resilience in investing, and the complexities of providing financial support to family members. Valerie emphasizes the need for transparency and empathy in financial conversations, especially for those living in the diaspora. The episode concludes with encouragement to start investing, regardless of the amount, and the importance of consistency in financial practices.

Chapters


00:00 Introduction to the Podcast and Guest

01:39 Valerie's Journey into Investment Consulting

03:35 Understanding Money: Childhood Influences

06:54 Evolving Relationship with Money

09:42 Building a Savings Culture

12:29 Budgeting: Overcoming Common Challenges

15:52 Investment Mindset: Overcoming Fear

18:38 The Emotional Side of Financial Support

21:38 Navigating Family Financial Expectations

24:30 Setting Boundaries with Financial Help

27:49 Empathy in Financial Conversations

30:41 Final Thoughts on Investment and Financial Literacy


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The Moneymatics PodcastBy Omobobola Adetunji