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174: How to Plan for Your Future Self with James Alexander
What does it really mean to play your own financial game?
In today’s episode, I’m joined by James Alexander, a certified financial planner who brings both heart and math to the world of money. James and I explore the importance of defining your personal version of financial success, and we discuss why comparing yourself to others can pull you away from what actually matters to you.
We talk about how to start with your values and vision, and then build a plan to back into those dreams using both emotional awareness and clear financial strategy. James shares a practical framework for allocating your income (his 20/60/20 rule), and we also talk about the emotional weight of debt, managing motivation, and teaching kids how to understand and use money.
This episode is for you if you’ve ever felt behind, overwhelmed, or unsure where to even begin with planning your financial future. This conversation offers both practical advice and deep mindset shifts to help you move forward on your own terms.
For a full transcript of the episode and much more, check out the blog post on our website!
To watch a video version of this, check it out on YouTube: https://youtu.be/3jdtKN3rwFA
Connect with James Alexander
Check out the website: https://edgefa.com/
Learn more: https://www.yourretirementaccelerator.com/
On LinkedIn: https://www.linkedin.com/in/james-alexander-edge/
On Facebook: https://www.facebook.com/profile.php?id=100057031287127
Want to work with Linzy?
Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you!
https://moneynutsandbolts.com/masterclass-signup-p/
Mentioned in this episode:
Start Feeling Calm and Confident About Your Group Practice Finances
Feeling overworked and underpaid in your group practice? You’re not alone.
Running a group practice can feel like carrying the weight of everyone’s paychecks — including your own — and wondering if it’s all really worth it.
That’s why I created a free guide called “How to Stop Feeling Overworked and Underpaid in Your Group Practice.” Inside, I’ll walk you through the four keys to becoming the confident financial leader your practice needs — so you can start feeling calm and in control of your money again.
This guide is the first step toward the same kind of financial clarity and confidence I teach inside my deeper program, Money Skills for Group Practice Owners.
🙌 Download your free copy today — and let’s start building a group practice that supports you, not just everyone else.
Get the Free Guide: How to Stop Feeling Overworked & Underpaid in Your Group Practice
Want to work with Linzy?
Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.
Click on the link to find a masterclass time that works for you!
Register for Linzy's Free Masterclass
View all episodes
By Linzy Bonham
5
8181 ratings
What does it really mean to play your own financial game?
In today’s episode, I’m joined by James Alexander, a certified financial planner who brings both heart and math to the world of money. James and I explore the importance of defining your personal version of financial success, and we discuss why comparing yourself to others can pull you away from what actually matters to you.
We talk about how to start with your values and vision, and then build a plan to back into those dreams using both emotional awareness and clear financial strategy. James shares a practical framework for allocating your income (his 20/60/20 rule), and we also talk about the emotional weight of debt, managing motivation, and teaching kids how to understand and use money.
This episode is for you if you’ve ever felt behind, overwhelmed, or unsure where to even begin with planning your financial future. This conversation offers both practical advice and deep mindset shifts to help you move forward on your own terms.
For a full transcript of the episode and much more, check out the blog post on our website!
To watch a video version of this, check it out on YouTube: https://youtu.be/3jdtKN3rwFA
Connect with James Alexander
Check out the website: https://edgefa.com/
Learn more: https://www.yourretirementaccelerator.com/
On LinkedIn: https://www.linkedin.com/in/james-alexander-edge/
On Facebook: https://www.facebook.com/profile.php?id=100057031287127
Want to work with Linzy?
Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you!
https://moneynutsandbolts.com/masterclass-signup-p/
Mentioned in this episode:
Start Feeling Calm and Confident About Your Group Practice Finances
Feeling overworked and underpaid in your group practice? You’re not alone.
Running a group practice can feel like carrying the weight of everyone’s paychecks — including your own — and wondering if it’s all really worth it.
That’s why I created a free guide called “How to Stop Feeling Overworked and Underpaid in Your Group Practice.” Inside, I’ll walk you through the four keys to becoming the confident financial leader your practice needs — so you can start feeling calm and in control of your money again.
This guide is the first step toward the same kind of financial clarity and confidence I teach inside my deeper program, Money Skills for Group Practice Owners.
🙌 Download your free copy today — and let’s start building a group practice that supports you, not just everyone else.
Get the Free Guide: How to Stop Feeling Overworked & Underpaid in Your Group Practice
Want to work with Linzy?
Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.
Click on the link to find a masterclass time that works for you!
Register for Linzy's Free Masterclass
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