Over the course of the next five episodes, we’re going to dive into each of the book’s chapters. Firstly, there’s Chapter 1—Checking Your Vitals—which we’re going to cover today.
In future episodes, we’ll talk about Aligning Money with Purpose, Purposeful Spending, and Being an Owner, Not a Loner. Finally, we’ll cover Taxes and Retirement.
Each episode, I’m going to walk you through that chapter and what’s involved. Additionally, I’ll give you a roadmap and some resources to build upon that chapter.
But in this episode, we’re going to dive into Chapter 1, which I call “Checking Your Vitals.” And this is one of my absolute favorite topics.
Because this is where we really get to start digging into what’s important about money to you, helping us clarify your financial goals, which make a huge difference in your financial life. And this is a fun one, because this is where you move the needle.
This is where you have this big sigh of relief when your values become so clear that you can finally move forward, making decisions about your money with confidence. So, let’s dive in.
Episode Highlights
[01:59] Client community and onboarding schedule.
[04:07] Chapter breakdown and episode structure.
[05:28] Diving into Chapter 1: Checking Your Vitals.
[08:38] Emotional and behavioral aspects of money.
[12:35] Importance of financial planning.
Links Relevant to this Episode
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