Feeling overwhelmed with retirement planning? This episode helps simplify the process by highlighting two key starting points. By focusing on these foundational pieces, you’ll gain clarity on where to begin and uncover the next steps to move forward with confidence.

This episode breaks down retirement planning by focusing on key areas like budgeting, spending, and saving while helping you define your financial independence number. It also highlights the importance of envisioning your ideal retirement lifestyle by incorporating your goals, hobbies, and daily activities. 

What You’ll Learn:

✅ The best place to start with retirement planning

✅ How your current financial situation shapes your retirement path

✅ How to assess and plan for your retirement expenses

✅ The impact of your lifestyle and goals on your retirement budget

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement

In this podcast episode, estate and elder law attorney Asha Paulose discusses important steps in planning for aging parents' long-term care and financial needs. She emphasizes the importance of early and continuous conversations with parents and outlines critical legal documents like healthcare proxies and powers of attorney. 

Asha explains common mistakes families make, such as mishandling property transfers and joint accounts, and highlights the role of Medicare and Medicaid in covering long-term care costs. She also offers advice on leveraging legal expertise to ensure both parents' and caregivers' interests are protected.

What You’ll Learn From the Podcast:

✅ Why long-term care planning is an often-overlooked aspect of retirement planning 

✅ How to initiate difficult conversations with parents about aging and long-term care

✅ The key documents that families should have in place for protection

✅ Difference between Wills and Trusts

Whether you’re dealing with the complexities of long-term care planning or just starting the conversation, this episode provides valuable advice to help you protect your parents’ future and ensure their wishes are carried out.

Connect with Asha:

Website

Email: [email protected]

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement

In today's episode, I’m sharing an inspiring success story of one of my amazing clients who transformed her financial life in just three months. She paid off $5,000 in debt, saved $2,500, and even started planning for travel. If you’ve ever felt stuck in the paycheck-to-paycheck cycle and unsure how to balance debt payoff with saving, this episode is for you.

What You’ll Learn in This Episode:

✅ The real reason budgeting alone isn’t enough

✅ How to balance saving while paying off debt

✅ The three key changes my client made that led to her financial success

✅ The importance of setting up a cash flow system that works for you

Action Steps:

If you feel like you’re doing all the right things but still not making financial progress, it might be time to look at what’s missing. Book a Retirement Ready VIP Session to get a clear picture of your financial situation and identify what adjustments can help you reach your goals.

Resources Mentioned:

Episode 30: Why Savings is the #1 Habit for Financial Success

Questions: Schedule a free Q&A call

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement

Whether you’re childfree by choice or circumstance, guest Jay Zigmont shares the unique financial and life planning challenges for childfree individuals. He shares customized financial strategies that prioritize personal goals over traditional life scripts. Tune into this episode to understand the unique way to look at your finances, retirement, and death when life’s circumstances don’t fit the norm.

What You’ll Learn:

✅ Rethinking retirement when leaving a legacy is not the end goal

✅ How and when to plan for long-term care

✅ How to select your medical decision-makers

Connect with Jay:

Email

Website

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement

You’re ready to payoff debt and not sure if debt snowball or debt avalanche method is best. In this episode, I describe five (5) different strategies you could implement to become debt free. Listen in as I guide you through how to create your own debt payoff plan and be successful in becoming debt free before retirement.

What You’ll Learn: 

✅ Why does your debt continue to grow even with the efforts you’ve put in to paying it off?

✅ Choose the best strategy that fits you, your personality, and your goals best.

✅ Learn  how to achieve success by honing your focus and clarifying your “why.”

Resources Mentioned in Episode

Episode 007: Emergency Fund - The #1 Way to Eliminate Debt FAST

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement

Being generous doesn’t have to be just about money, and Alison Patterson agrees. Working as a philanthropic advisor, she helps individuals choose their best form of generosity to support their time, energy, and money in retirement. Listen in to learn what is generosity, and how to explore opportunities for you that best fit your values.

What You’ll Learn in This Episode: 

✅ Philanthropy in Retirement: Discover how incorporating philanthropy into your retirement plan can enhance both your financial strategy and overall fulfillment.

✅ Find Your Why: Learn how to craft a generosity statement that reflects your core values, ensuring your giving is intentional and meaningful.

✅ Explore how curiosity can lead you to unexpected and impactful giving opportunities in your community and beyond.

Connect With Alison:

Website

Instagram

LinkedIn

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement

Debt is a part of financial life, but it doesn’t have to define you. In this episode, I dive deep into the reasons we accumulate debt, the emotional and financial weight it carries, and how to take back control. Through real client scenarios, we’ll explore common debt challenges and practical solutions. You’ll walk away with a fresh perspective on your debt relationship and actionable steps to create financial clarity.

What You’ll Learn in This Episode:

✅ Why we get into debt—unexpected expenses, major life changes, and financial habits

✅ How to shift your mindset and create a positive relationship with debt

✅ The importance of budgeting and tracking debt for financial confidence

✅ Three real-life client scenarios and their strategies for overcoming debt

✅ A simple action step: creating your personal debt awareness list

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement

Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future.

In this episode, I welcome therapist Lindsey Carnick to discuss managing stress, anxiety, and financial conversations within relationships. Lindsay, licensed in nine states and experienced in keynote speaking, offers insights on creating a safe space for financial discussions, understanding the emotional charge behind money conversations, and maintaining healthy communication habits. She shares practical tips and exercises for couples to foster connection and trust while addressing financial goals and individual spending preferences. 

00:00 Introduction and Guest Welcome

01:06 Creating a Safe Space for Financial Discussions

06:35 Emotional Charge in Financial Conversations

11:05 Balancing Shared Goals and Individual Preferences

18:21 Habits for Healthy Communication

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement

Join the Savings Challenge Waitlist HERE 

In the milestone 100th episode, I share about my initial skepticism and gradual success, including reaching the top 5% globally in the education category. I further the most popular episodes, covering topics like cash flow management and retirement savings. Looking for support from my amazing listeners, I request feedback and reviews and announce plans for future guest episodes and a new Savings Academy. 

Listeners are encouraged to submit questions for upcoming Q&A episodes.

00:00 Welcome to the 100th Episode!

01:33 Reflecting on the Podcast Journey

02:18 Launching the Podcast

04:16 Achieving Top 5% Globally

05:59 Expanding Content and Guest Episodes

08:14 Top 5 Episodes Revealed

13:43 Listener Engagement and Future Plans

The Top 5 Episodes

Ep 63 Why You Feel Broke and How to Manage Your Cash Flow Effectively

Ep 60 5 Steps to Becoming Your Own Financial Advisor

Ep 56 How To Bridge the Retirement Savings Gap - Strategies to Catch Up and Thrive

Ep 59 4 Simple Steps to Master Consistent Savings

Ep 78 | 3 Ways to Make Sure You're On Track to Retirement

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement

Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future. 

In this episode, my guest Jim Manning shares his journey from a Jesuit-educated insurance paperwork pusher to a mission-driven real estate investor. He shares his passion for transforming properties into homes, scaling his business using private lending, and the importance of prioritizing family and fulfillment over financial gain. 

Jim also offers insights on how investing in real estate can provide significant benefits compared to traditional stock market investments, and provides advice for prospective investors looking to achieve financial freedom. 

00:00 Introduction and Guest Welcome

00:11 Jim Manning's Background and Early Career

00:44 Discovering Real Estate Investing

01:22 Scaling the Business with Private Lending

02:54 The Impact of Homeownership

03:43 Personal Reflections and Business Evolution

06:29 Balancing Family and Financial Freedom

09:40 Real Estate vs. Stock Market Investments

14:34 Lessons from a Self-Made Billionaire

18:42 Connecting with Jim Manning

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement