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Weekly Insights: 5 Ways To Spring Clean Your Finances

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Manage episode 408245974 series 3530823
内容由Saijal Patel提供。所有播客内容(包括剧集、图形和播客描述)均由 Saijal Patel 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome to another edition of Strictly Money, Weekly Insights.

I’m going to share my five essential financial rejuvenation strategies, so you review, reset and refocus your way to prosperity.

From budgeting and credit card statement reviews to setting financial planning goals, optimizing investments, and securing your estate plan, I got you covered.

-------------------

Key moments:

00:00 - 01:49 Why should you care about Financial Planning

01:50 - 02:50 Change your Mindset, Review your Finances

02:54 - 04:17 Make your Financial Goals SMART

04:18 - 05:00 Apply simple Budgeting Strategies

05:15 - 07:20 Streamline your Credit Management

07:40 - 08:00 Enhance your Estate Planning with this Investment adivce

--------------------

Saijal Patel, CFA, is a former CNBC and BNN journalist and passionate financial wellness advocate. She's bringing Strictly Money directly to you via YouTube, Apple Podcasts, Spotify and where ever you get your podcasts.

Connect on LinkedIn: https://www.linkedin.com/company/saij-elle/

Follow on X: https://twitter.com/strictlymoneytv

Get in touch: https://saijelle.com/contact-us/

Join Saij Elle’s FREE Money Masterclass for Women: https://courses.saijelle.com/master-class/

  continue reading

43集单集

Artwork
icon分享
 
Manage episode 408245974 series 3530823
内容由Saijal Patel提供。所有播客内容(包括剧集、图形和播客描述)均由 Saijal Patel 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome to another edition of Strictly Money, Weekly Insights.

I’m going to share my five essential financial rejuvenation strategies, so you review, reset and refocus your way to prosperity.

From budgeting and credit card statement reviews to setting financial planning goals, optimizing investments, and securing your estate plan, I got you covered.

-------------------

Key moments:

00:00 - 01:49 Why should you care about Financial Planning

01:50 - 02:50 Change your Mindset, Review your Finances

02:54 - 04:17 Make your Financial Goals SMART

04:18 - 05:00 Apply simple Budgeting Strategies

05:15 - 07:20 Streamline your Credit Management

07:40 - 08:00 Enhance your Estate Planning with this Investment adivce

--------------------

Saijal Patel, CFA, is a former CNBC and BNN journalist and passionate financial wellness advocate. She's bringing Strictly Money directly to you via YouTube, Apple Podcasts, Spotify and where ever you get your podcasts.

Connect on LinkedIn: https://www.linkedin.com/company/saij-elle/

Follow on X: https://twitter.com/strictlymoneytv

Get in touch: https://saijelle.com/contact-us/

Join Saij Elle’s FREE Money Masterclass for Women: https://courses.saijelle.com/master-class/

  continue reading

43集单集

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