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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
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
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
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