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Making Cash Flow Fun with Sunny Wishart, CFP
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What relationship do you have with the longest ‘four letter word’ in financial planning? Of course, I’m talking about ‘budgeting’.
I had never done an episode about cash flow, and when I met Sunny, I realized she is the perfect person for this episode, because she makes it fun.
Sunny is a zero-judgement financial planner who rolls up her sleeves and digs deep into real money talk. In this episode Sunny and I talk about how to look at cash flow and budgeting without getting bogged down by shame and judgement.
We also talked about a common catch-22 in planning, where many people feel like they can’t start a plan until they have a budget they can stick to.
Sunny and I talked about how to overcome that and keep it from being a limitation from creating a plan that will work for you.
We found amazing common ground on a concept many of my own clients follow, which is called ‘reverse budgeting’.
We also talk about why cash flow is a cornerstone of every good plan.
Tune in to see what approach works best for you.
To learn more about Sunny, check out her work at:
https://www.alacartefinancial.ca/
If you have any questions for Sunny directly, you can reach her at:
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