Do you dream of conquering your financial goals and achieving true financial independence? In this episode, we’re diving into five BIG mistakes people make along the way to financial glory with money coach Bernadette Joy, who paid off a staggering $300,000 in debt and locked in a work-optional life by age 40.

Along the way, we’ll explore the importance of managing your budget during the notoriously tricky holiday season, share actionable strategies to curate your accounts, and highlight the common mistakes that can derail even the best-laid financial plans. You’ll also hear the wild story of Richard Whitaker, whose pursuit of a too-good-to-be-true 15.25% return serves as a cautionary tale for us all.

Whether you’re looking to tackle debt, sharpen your budget, or avoid financial scams, this episode is packed with insights to help you stack smarter.

Episode Highlights

This episode is a mix of relatable stories, practical advice, and lessons learned the hard way. Tune in to start crushing your money goals and avoiding financial pitfalls—one smart decision at a time.

FULL SHOW NOTES: https://www.stackingbenjamins.com/crush-your-2025-money-goals-bernadette-joy-1613

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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