

In this episode, I share advice and tips to becoming your own financial advisor.
Key points include understanding your finances, setting clear financial goals, and managing debt.
While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself on specific financial topics, setting and detailing financial goals, managing debt responsibly, investing wisely, planning for retirement, and regularly reviewing and adjusting financial plans.
00:00 Introduction and Purpose
00:41 Client Success Story
01:17 Understanding Your Money
02:12 Role of Financial Advisors
03:46 Becoming Your Own Financial Advisor
04:48 Educate Yourself
09:31 Set Financial Goals
12:14 Manage Your Debt
15:58 Invest Wisely and Plan for Retirement
19:08 Review and Adjust Regularly
20:42 Conclusion and Recap
June's Special Offer - Complimentary Financial Foundations Intensives. Click HERE to read more and schedule your free call to reserve a spot before they're gone. Be sure to mention JUNE when you get on the call.
Connect with me on Instagram to share your thoughts and ask questions @elevatefinances https://www.instagram.com/elevate_finances/
Be sure to join my newsletter for insights on growing wealth, behind-the-scenes musings, and opportunities to contribute to future episodes. You will receive the most updated podcast listening guide released each quarter. https://elevatefinancesllc.myflodesk.com/podcast
Are you looking for 1:1 support with your finances? Schedule your free Budget Break Thru Session to learn more about what coaching can look like for you. https://bit.ly/chatwithdalenehiggins
💜 Join the Aligned Abundance Facebook Event – Align your wealth, values, and generosity in this transformative 5-day experience!
🌻 Unsure about your next financial step? Let’s chat! book your free Q&A call to get your questions answered.
👩💻 Ready to go ALL IN! The Retirement Ready VIP Session is your next step to mapping out your finances and making real progress toward your retirement goals. Make your purchase HERE.
108集单集
In this episode, I share advice and tips to becoming your own financial advisor.
Key points include understanding your finances, setting clear financial goals, and managing debt.
While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself on specific financial topics, setting and detailing financial goals, managing debt responsibly, investing wisely, planning for retirement, and regularly reviewing and adjusting financial plans.
00:00 Introduction and Purpose
00:41 Client Success Story
01:17 Understanding Your Money
02:12 Role of Financial Advisors
03:46 Becoming Your Own Financial Advisor
04:48 Educate Yourself
09:31 Set Financial Goals
12:14 Manage Your Debt
15:58 Invest Wisely and Plan for Retirement
19:08 Review and Adjust Regularly
20:42 Conclusion and Recap
June's Special Offer - Complimentary Financial Foundations Intensives. Click HERE to read more and schedule your free call to reserve a spot before they're gone. Be sure to mention JUNE when you get on the call.
Connect with me on Instagram to share your thoughts and ask questions @elevatefinances https://www.instagram.com/elevate_finances/
Be sure to join my newsletter for insights on growing wealth, behind-the-scenes musings, and opportunities to contribute to future episodes. You will receive the most updated podcast listening guide released each quarter. https://elevatefinancesllc.myflodesk.com/podcast
Are you looking for 1:1 support with your finances? Schedule your free Budget Break Thru Session to learn more about what coaching can look like for you. https://bit.ly/chatwithdalenehiggins
💜 Join the Aligned Abundance Facebook Event – Align your wealth, values, and generosity in this transformative 5-day experience!
🌻 Unsure about your next financial step? Let’s chat! book your free Q&A call to get your questions answered.
👩💻 Ready to go ALL IN! The Retirement Ready VIP Session is your next step to mapping out your finances and making real progress toward your retirement goals. Make your purchase HERE.
108集单集
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。