
Sign up to save your podcasts
Or
Are You Spending Your Money on What Truly Matters?
A few weeks ago, I challenged you to do the most important thing you can with your money this year—not Roth conversions, not optimizing Social Security, but something far more impactful: aligning your spending with what truly brings you joy. I asked you to write down one thing you've always wanted to do or buy but haven't, set a date to make it happen, and identify where the funds would come from.
In today’s episode, I’m sharing some of the incredible responses I received—stories of travel, family experiences, and meaningful purchases that turned dreams into reality. These stories serve as a reminder: financial planning isn’t just about growing wealth; it’s about using it to create a life you love.
If you haven’t already, take that step. Don’t wait for "someday." Let’s make sure we’re spending in a way that truly reflects what we value most.
Questions answered:
1. Why is it important to align your spending with what you truly value?
2. How can you take action to ensure your money is being spent in a way that brings you joy?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Reviewing the challenge
1:42 - Ice fishing and family trips
2:46 - Urgency
4:19 - Diving the Red Sea, family cruise
5:35 - Pets and optimizing travel plans
7:28 - Uncertainty and urgency
8:53 - Values, purpose, and happiness
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
4.9
741741 ratings
Are You Spending Your Money on What Truly Matters?
A few weeks ago, I challenged you to do the most important thing you can with your money this year—not Roth conversions, not optimizing Social Security, but something far more impactful: aligning your spending with what truly brings you joy. I asked you to write down one thing you've always wanted to do or buy but haven't, set a date to make it happen, and identify where the funds would come from.
In today’s episode, I’m sharing some of the incredible responses I received—stories of travel, family experiences, and meaningful purchases that turned dreams into reality. These stories serve as a reminder: financial planning isn’t just about growing wealth; it’s about using it to create a life you love.
If you haven’t already, take that step. Don’t wait for "someday." Let’s make sure we’re spending in a way that truly reflects what we value most.
Questions answered:
1. Why is it important to align your spending with what you truly value?
2. How can you take action to ensure your money is being spent in a way that brings you joy?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Reviewing the challenge
1:42 - Ice fishing and family trips
2:46 - Urgency
4:19 - Diving the Red Sea, family cruise
5:35 - Pets and optimizing travel plans
7:28 - Uncertainty and urgency
8:53 - Values, purpose, and happiness
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
436 Listeners
772 Listeners
1,920 Listeners
734 Listeners
1,287 Listeners
432 Listeners
505 Listeners
513 Listeners
563 Listeners
181 Listeners
554 Listeners
175 Listeners
36 Listeners
723 Listeners
100 Listeners