Personal Finance 101: How to Set Yourself Up for Money Success
Oct 23, 2024On episode 19 of the Wealthy After 40 podcast, I talk about how to set yourself up for success.
The steps I share can definitely be used any aspect of life, but I focus on how these specifically relate to money. A solid foundation of success strategies to help you remember the basics is essential while on your journey to financial freedom.
Listen in as I share tips on the 8 steps:
- Identify your goals, be specific
- Learn from what hasn’t worked; double down on what has
- Create a plan
- Measure your progress, in multiple ways
- Find an accountability partner
- Make it easy on yourself
- Be patient and persistent
- Celebrate all victories
Retirement Ready Boot Camp
Next boot camp June 2, 2025
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Join me for the Retirement Ready Boot Camp, a free 3-day experience where you’ll:
✅ Increase your retirement readiness by understanding where you stand financially
✅ Design a retirement lifestyle you love—beyond just vacations and free time
✅ Discover if you have enough to retire and what to do if you don’t
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Whether you’re 10 years away or just starting to plan, this boot camp will guide you through the essentials to make sure your retirement dreams become a reality.
Retirement planning doesn’t have to be stressful. Join now!
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