Ep 60 5 Steps to Becoming Your Own Financial Advisor

Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers

Submit your questions here!

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

💜 Schedule your complimentary Retirement Vision Session
✅ Download your Retirement Readiness Checklist today
🌻 Learn more about the Retirement Strategy Intensive