Ep 37 Gaining Financial Clarity - Reflection for a Successful Year Ahead
Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen Xers
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
Next Steps:
Book Your Retirement Roadmap Session Today
Book A Free Confidence Kickstart Call to Chat
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
