Gaining Financial Clarity - Reflection for a Successful Year Ahead

Many of my clients need help with where even to start getting ahead with their money. Today’s episode is part 1 of 3, to help you find clarity with your finances and action steps to get moving forward. Be encouraged and guided to look at your expenses through a different lens or filter and where can you double down on successes?

What is discussed on this episode:

• Reflecting on last year’s money events
• Reviewing income and expenses
• Identify financial wins
• Pinpoint areas for improvement
• Guiding questions
• Additional support

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

Amy is a strategic coach, and a part-time network marketer, and five years ago, she opened the doors to a new corporation called Amy Kemp, Inc. In this growing business, Amy uses the Habit Finder assessment tool in small group and one-on-one engagements to help leaders understand how deeply thought habits impact every part of their lives. 

Amy is releasing her new book I See You: A Guide for Women to Make More, Have More, and Be More – Without More Work due out in February 2024. 

Topics discussed:

• Stretching Towards Money Goals
• Impact of Money Beliefs on Financial Journey
• Money as a Reflection of Relationships
• Emotional Ties to Money
• Facing the Fear of Change

Connect with Amy:

Instagram

Facebook

LinkedIn

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

Saving strategies to help you build an emergency fund on a tight budget

Listen to today’s episode to find strategies and motivation to begin your journey with saving money in an emergency fund. Knowing how an emergency fund can support your money journey is important to being successful and growing not only that emergency fund, but future wealth.

• What is an emergency fund? How does it help your finances?
• Importance of an emergency fund 
• 4 Specific savings strategies

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

Faron Daugs is a Certified Financial Planner™ and wealth advisor with more than 30 years of experience. As the founder and CEO of Harrison Wallace Financial Group, he serves as a go-to source and trusted advisor for his clients across the country. Based in Libertyville, Illinois, Harrison Wallace Financial Group provides comprehensive wealth management services and a consultative approach to help entrepreneurs, executives, self-made millionaires, and generations of families meet their financial goals. 

Listen in as we discuss:

1. How to start your planning now
2. What to do if you’re considering retirement
3. Importance of employer match and benefits
4. Bucketing system for success and peace of mind
5. Estate planning and family conversations

Connect with Faron Daugs

On Facebook

Harrison Wallace Financial Website

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

Listen to today’s episode to dig deeper into the budgeting process. Most of the time it’s more than creating and tracking. I discovered that my entire budgeting journey was reflected in phases. With each phase, I was able to learn more and progress. Learning this information now, you’ll have a step up to conquering your fighting issues with budgeting.

• New
• Discovery
• Building
• Refining
• Stability

Each phase is discussed and the obstacles laid out within each phase. I wish I would have known this before I started budgeting.

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

The money journey is long, but it doesn’t have to be hard. The beginning will be definitely a learning challenge, but once you’ve figured out the pieces and have them running smoothly, it should be easy.

Listen in as I share 6 tips to help you stay motivated when the going gets tough!!

• Realistic
• Change it Up
• Celebrate
• Accountability
• Your Why
• Decision fatigue

Look for the well-oiled machine that you need while on your journey to financial independence!

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

Iva is a certified Chrisitian life and Neuro coach. I help ambitious, faith-filled women master their mindset so that they can build thriving profitable businesses. 

This is powerful transformative work that gets to the root of what is holding many entrepreneurs back from building the successful business that they dream of. 

In 2019 I decided to pivot and begin coaching other business owners and absolutely love what I get to do! 

A couple of interesting facts about me: I was born and raised Amish I left that culture when I was 14. I quit school when I finished 8th grade. I started my first business when I was 14. I helped my oldest son recover from autism.

Iva tells us about her experiences with money from a very young age until now as an adult.

• Her money beliefs growing up in the 80’s
• She’s always been an entrepreneur
• How they lived on one income with success
• 2008 impact on their financial lives
• Moving from lack to abundance

Connect with Iva!

Instagram 

Facebook 

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

Savings the #1 Habit to Financial Security

Today’s episode is all about the power of saving money. By learning how to become a saver, we are able to get rid of debt and grow our wealth. I not only share eight (8) ways savings can help us manage our money but also share strategies and tips for saving money and how to overcome the obstacles you might face. 

Listen in as I share my thoughts on saving:

• Savings as a money management habit
• Strategies and tips for saving
• Overcoming various obstacles to be a better saver

Start small and start creating the habit. 

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

Meera is a passionate advocate for women's empowerment and career success. She thrived as a Media Professional, honing her skills in the fast-paced world of media and communications. Despite this, she felt called to embark on a transformative journey of mentoring and coaching women.

With her unwavering commitment to empowering women, she has positively impacted the lives of hundreds of ambitious professionals. Through coaching and mentoring, she equips women with the tools and strategies to navigate salary negotiations, enabling them to secure the raises they truly deserve.

Listen in a Meera gives advice to women to find value in work and life

• Job description vs. job duties
• How we are perceived
• Gaining confidence to ask for raise
• How to follow up to the asking
• Find your success through career coaching

Connect with Meera!

IG: @meerahardin 

FB: @meerahardininc

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

Three pillars of wealth are: Saving, Spending, and Investing. We’ll discuss each and give ideas on bolstering that pillar. 

As we discuss today’s three pillars, think of how your strategy should give equal attention to all three. Not all three simultaneously, but each one and how it supports the others. 

Listen in as I share:  

• How to save and where to save
• Creating resistance and barriers to control spending
• Having a plan for extra money
• Strategy is not as important as just investing

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