Ep 60 5 Steps to Becoming Your Own Financial Advisor

Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers

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In this episode, I share advice and tips to becoming your own financial advisor.

Key points include understanding your finances, setting clear financial goals, and managing debt.

While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself on specific financial topics, setting and detailing financial goals, managing debt responsibly, investing wisely, planning for retirement, and regularly reviewing and adjusting financial plans.

00:00 Introduction and Purpose

00:41 Client Success Story

01:17 Understanding Your Money

02:12 Role of Financial Advisors

03:46 Becoming Your Own Financial Advisor

04:48 Educate Yourself

09:31 Set Financial Goals

12:14 Manage Your Debt

15:58 Invest Wisely and Plan for Retirement

19:08 Review and Adjust Regularly

20:42 Conclusion and Recap

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