Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

Ep 86 | How My Client Found Spending Freedom to Support Her Financial Freedom


Listen Later

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!


In this episode, I share the transformative journey of a client who initially struggled with shame and guilt around her spending habits. Having successfully saved her retirement nest egg, she was struggling with the fear of outspending that money. Her challenges: lack of organization with her money creating greater disconnect with money.


The discussion outlines the process of understanding her financial status, creating a budget tailored to her lifestyle, and implementing a values-based spending exercise. Through structured coaching and personalized financial strategies, the client transitioned from anxiety to empowerment, learning to align her spending with her life values and confidently manage her finances. 


01:41 Understanding Budgeting Challenges

04:18 Creating a Personalized Budget and Cash Flow System

06:05 Addressing Shame and Guilt Around Spending

07:38 Implementing Values-Based Spending

10:47 Empowering Financial Decisions and Stability

15:58 Action Steps for Viewers


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

...more
View all episodesView all episodes
Download on the App Store

Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

29 ratings


More shows like Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,201 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

788 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,980 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,548 Listeners

ChooseFI by ChooseFI

ChooseFI

5,134 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

821 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

Millionaires Unveiled by Jace Mattinson, CPA

Millionaires Unveiled

894 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,083 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

434 Listeners

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing by Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

888 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,391 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

556 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

200 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

353 Listeners