OnRoute to Wealth

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/In this episode, I bring back a guest for a 6 month update. My guest went from making $0 with a determination to make it work to a $12k month.She took the time to build sustainable financial habits, and now we talk about maintaining those habits.Maintaining sustainable financial habits is one of the keys to financial success. Listen in a...

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/In this episode we tackle the challenges of facing tough financial times and transforming them into a roadmap for success.My client candidly shares their experiences of not always making the best financial decisions and the difficulty of recovering from such setbacks. However, they were determined to take control and manage their finance...

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/In this episode my client shares her experiences of navigating the real estate market in California and the challenges of balancing practical spending with building long-term wealth.Despite being excellent savers and practical spenders, my client shares her realization that having a savings mindset isn't necessarily the same as a wealth-...

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/In this episode we talk about overcoming debt, managing a mortgage on an expensive house, and finding empowerment as a newly self-employed individual.With my client’s spouse laid off since COVID, she had unexpected challenges. She reflects on the exhaustion of continually learning new skills, emphasizing that she doesn't wish to become a...

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/In this episode, we'll dive into cash flow and explore how it fluctuates on a month-to-month basis. And more importantly, how you can prepare for those lower end months.My client and I talk about the difficulties of when the money feels tighter than others, presenting challenges that require careful budgeting and resourcefulness. I share...

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/In this episode, I coach on the benefits of the solo 401k and provide insights on leveraging this powerful retirement vehicle.We also talk about making monthly contributions and taking advantage of tax regrowth. I coach on strategies that allow you to systematically build your retirement savings while benefiting from potential tax advant...

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/In this episode we talk about planning for babies and college funds, because setting our children up for success starts with smart financial decisions is a great goal for many.We discuss the importance of thinking about investments early and starting right away. By making informed investment choices from the beginning, we can create a so...

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/You're in a good place with your finances, but have you ever thought about what's next? In this episode we the mindset of thinking beyond the present and taking your financial journey to the next level. I challenge you to dream bigger, set new goals, and walk a path that aligns with your higher aspirations.I also guide my client on she c...

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/We're diving into the world of capturing systems and automated funds, because who doesn't want to make money management a breeze?This episodes gets down to the nitty-gritty details spending habits and what you can do about them. Like categorizing your transactions like a pro, so you can really understand the connection between your budge...

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/In this episode we discuss how we all experience money wins and struggles, and how creating a safe space to share and learn from each other's experiences is vital to community success.I break down strategies and options for retirement planning, particularly the switch to a simple IRA, the importance of contributing for your full-time emp...