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EP 10 - Financial Adulting 101: The Guide No One Gave You (But You Desperately Need)
In this episode of 'Her Career Her Way', Lori Atwood, a certified financial planner, shares her journey into finance and offers valuable insights on budgeting, saving, and investing. She emphasises the importance of understanding one's relationship with money, the need for emergency funds, and the significance of tracking spending. Lori also discusses the realities of entrepreneurship and the importance of having a financial runway before starting a business. Her advice aims to empower individuals, especially younger generations, to take control of their financial futures.
Takeaways
- Empowerment comes from understanding personal finance.
- Budgeting should focus on happiness and satisfaction.
- Tracking spending can reveal underlying issues.
- Emergency funds are crucial for financial security.
- Investing in index funds is a smart strategy for beginners.
- Desire less and focus on what truly matters.
- Credit cards should be managed carefully to avoid debt.
- Savings should be a habit, not a one-off event.
- Entrepreneurship requires financial planning and runway.
- Financial literacy is essential for young adults.
CONNECT with Lori Atwood
Instagram: @fearlessfinance
Tiktok: @fearlessfinance
FOLLOW & CONNECT
Instagram: @HerCareerHerWay
TikTok: @HerCareerHerWay
RESOURCES:
https://fearlessfinance.com/contact/
Enter "Her Way" in the promo code field and get $50 off your first meeting
Rate, review, and subscribe so other ambitious women can find us!
CHAPTERS
00:00 Introduction to Financial Empowerment
02:58 Lori's Journey into Finance
05:54 Understanding Budgeting and Scarcity Mindset
08:39 The Importance of Happiness in Financial Decisions
11:45 Saving vs. Spending: Finding Balance
14:42 Emergency Funds and Financial Security
17:31 Navigating Economic Uncertainty
20:34 Tracking Spending: The Autopsy Approach
23:25 Grocery Spending and Overconsumption
26:24 The Role of Credit Cards in Financial Health
29:17 Investing Basics: Starting with Index Funds
32:16 Managing Student Loans and Debt
35:13 Retirement Planning: 401k and Roth IRA
38:14 The Reality of Entrepreneurship
41:10 Final Thoughts and Financial Advice
View all episodes
By Her Career Her WayIn this episode of 'Her Career Her Way', Lori Atwood, a certified financial planner, shares her journey into finance and offers valuable insights on budgeting, saving, and investing. She emphasises the importance of understanding one's relationship with money, the need for emergency funds, and the significance of tracking spending. Lori also discusses the realities of entrepreneurship and the importance of having a financial runway before starting a business. Her advice aims to empower individuals, especially younger generations, to take control of their financial futures.
Takeaways
- Empowerment comes from understanding personal finance.
- Budgeting should focus on happiness and satisfaction.
- Tracking spending can reveal underlying issues.
- Emergency funds are crucial for financial security.
- Investing in index funds is a smart strategy for beginners.
- Desire less and focus on what truly matters.
- Credit cards should be managed carefully to avoid debt.
- Savings should be a habit, not a one-off event.
- Entrepreneurship requires financial planning and runway.
- Financial literacy is essential for young adults.
CONNECT with Lori Atwood
Instagram: @fearlessfinance
Tiktok: @fearlessfinance
FOLLOW & CONNECT
Instagram: @HerCareerHerWay
TikTok: @HerCareerHerWay
RESOURCES:
https://fearlessfinance.com/contact/
Enter "Her Way" in the promo code field and get $50 off your first meeting
Rate, review, and subscribe so other ambitious women can find us!
CHAPTERS
00:00 Introduction to Financial Empowerment
02:58 Lori's Journey into Finance
05:54 Understanding Budgeting and Scarcity Mindset
08:39 The Importance of Happiness in Financial Decisions
11:45 Saving vs. Spending: Finding Balance
14:42 Emergency Funds and Financial Security
17:31 Navigating Economic Uncertainty
20:34 Tracking Spending: The Autopsy Approach
23:25 Grocery Spending and Overconsumption
26:24 The Role of Credit Cards in Financial Health
29:17 Investing Basics: Starting with Index Funds
32:16 Managing Student Loans and Debt
35:13 Retirement Planning: 401k and Roth IRA
38:14 The Reality of Entrepreneurship
41:10 Final Thoughts and Financial Advice