Have you ever wondered how to progress on your financial journey?

On episode 11 of the Wealthy After 40 podcast I share the steps I used and how they helped me reach my financial goal. I then break down each step for you to individually implement into your own journey.

Listen in as I share…

...

What a fantastic generation we are as Gen Xers! And a lot has happened financially since our generation started. There have been numerous financial events, as well as new financial products, investing options, and retirement products. This episode is just a quick walk down memory lane.

After lis...

Break free from a scarcity mindset. A scarcity mindset is when you believe there are limited resources, so if someone else has something, you feel there is less of that resource available for you. Do you know that person that seems like no matter what they touch it “turns to gold”? This individual l...

Financial conversations between generations can be crucial for financial planning, wealth transfer, and avoiding financial misunderstandings. Listen in as I share the five money conversations we should be having, as well as lessons my parents taught me. Examples to help us talk about money more easi...

Learn a new way to look at emergency funds and how having an emergency fund eliminates the need for new debt. Learn to find your why with having an emergency fund that will bring peace and clarity, as well as how much to save and where. 

Listen in as I share:

• What is an emergency fund?

• Wh

  ...

The Importance of Tracking Expenses and Choosing the Right Tools

To truly get a handle on your finances, it’s crucial to go beyond just setting a budget. 

Tracking your expenses against that budget can offer deeper insights into your spending habits and help you make more informed financial decisi...

Saving vs. Paying Off Debt: Which Should You Prioritize?

When it comes to managing your finances, one of the most common questions is whether to focus on saving money or paying off debt first. The answer isn’t always straightforward, as it depends on a variety of individual factors. Understanding t...

Navigating Financial Challenges: A Guide for Gen Xers Approaching Retirement

As Generation X edges closer to retirement, they’re facing a unique set of financial challenges. 

With the shifting economic landscape and evolving personal responsibilities, it’s crucial to address these issues h...

Feeling Lost With Your Money? How Cash Envelopes Can Bring Clarity

Do you ever feel like your money just disappears and you’re left wondering where it all went? You’re not alone. In today’s fast-paced world, the speed and ease of digital transactions can make it easy to lose track of spending,...

Why do we hate budgeting so much? This word makes a lot of people cringe. Finding the right budget method can help you to be less cringy about using a budget. 

There are many styles, formats, and ideas around budgeting. That's why you need to find one that works for you. I dive into several me...

Episode 001 of the Wealthy After 40 podcast where I share how I was able to retire early. The start of this story goes back to the beginning of my first adult job and how that needing a job actually helped me retire early, hindsight.

I share my personal journey through the 32 years while worki...