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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
Your Next Steps to Make Retirement Possible:
Grab Your Free Retirement Planning Guide
Kickstart your journey with the 5 Must-Do Money Moves for Retirement. elevatefinances.us/mustdo
Need a Personal Retirement Plan?
Book your Retirement Roadmap Session — a 1:1 deep dive to get you on track. elevatefinances.us/roadmap
Explore More Resources
Visit the website and discover how to make retirement possible. elevatefinances.us
4.6
2828 ratings
Submit your questions here!
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
Your Next Steps to Make Retirement Possible:
Grab Your Free Retirement Planning Guide
Kickstart your journey with the 5 Must-Do Money Moves for Retirement. elevatefinances.us/mustdo
Need a Personal Retirement Plan?
Book your Retirement Roadmap Session — a 1:1 deep dive to get you on track. elevatefinances.us/roadmap
Explore More Resources
Visit the website and discover how to make retirement possible. elevatefinances.us
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