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I’ve tried every kind of budgeting and tracking system. Along the way, I discovered what truly worked for me and turned those lessons into the philosophies I now teach my clients.
In today’s episode, I’m sharing my personal budgeting journey, the mistakes I made, and the shifts that finally gave me clarity, control, and confidence. By the end of this conversation, you’ll see how a budget can be designed around you, your values, your priorities, and the retirement lifestyle you’re working toward.
What You’ll Learn in This Episode:
✅ The evolution of my budgeting journey (and why some methods didn’t last)
✅ Why “static but flexible” is the key to a budget that works long term.
✅ How I used budgeting to increase retirement savings little by little.
✅ Three core rules I teach clients to create sustainable budgets.
Send me your questions, thoughts, and takeaways from the podcast via email [email protected] OR leave me a voice message at SpeakPipe
Start your retirement journey with a complimentary Clarity Connection Call
Download the Retirement Ready Checklist and map out your dream retirement
Learn more about the Retirement Roadmap Session
4.7
2929 ratings
I’ve tried every kind of budgeting and tracking system. Along the way, I discovered what truly worked for me and turned those lessons into the philosophies I now teach my clients.
In today’s episode, I’m sharing my personal budgeting journey, the mistakes I made, and the shifts that finally gave me clarity, control, and confidence. By the end of this conversation, you’ll see how a budget can be designed around you, your values, your priorities, and the retirement lifestyle you’re working toward.
What You’ll Learn in This Episode:
✅ The evolution of my budgeting journey (and why some methods didn’t last)
✅ Why “static but flexible” is the key to a budget that works long term.
✅ How I used budgeting to increase retirement savings little by little.
✅ Three core rules I teach clients to create sustainable budgets.
Send me your questions, thoughts, and takeaways from the podcast via email [email protected] OR leave me a voice message at SpeakPipe
Start your retirement journey with a complimentary Clarity Connection Call
Download the Retirement Ready Checklist and map out your dream retirement
Learn more about the Retirement Roadmap Session
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