One Size Doesn't Fit All

Wealth Witches

Today I have Emily with me and she’s going to help us talk through some scenarios and possible personal financial blueprints from real life examples.

We’re going to look at the goals for each family, prioritize those, and outline some recommendations I have to help move them forward.

We’ll talk about some possible plans for:

• Jason, married, 27, no kids, plans to buy vehicles and rental property, and have some investments
• Heidi, married, 45, no kids, plans to be semi-retired by 55 and live near the water, pay off house by age of 50
• Cassie, married, 29, no kids, currently renting and looking to purchase a home and possibly a rental property,

We cover ALL of this in the “Get Your Finance Sh*t Together” self-study course at confidentmoneypodcast.com!

Join our community at confidentmoneypodcast.com where we’ll share tips and resources, and you can suggest topics for future episodes.

Enter to win a free strategy session with me! Leave a 5-star review and include your IG handle to enter. We draw the winner at the beginning of each month.

FTC/Affiliate Disclaimer: By using some of these links, at no extra cost to you, I may earn a small commission or referral fee, which helps me continue to produce content like this, support my business, and my team.

DISCLAIMER: I am not a financial advisor and this is not financial advice. My podcast is for educational purposes and is my personal opinion only. To make the best financial decision for your situation, please do your own research and if needed, seek the advice of a fee-based, fiduciary.

Music credit: Neon Fairies by Wolves

A Podcast Launch Bestie production

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