In this solo episode, I’m diving into a topic that’s been on my mind lately—how to balance lifestyle goals with financial goals. Inspired by a recent girls trip and conversations about how much life has changed, I reflect on what it really means to live a fulfilling life while still being smart about money. I share some insights straight from my book Your Journey to Financial Freedom, including how to define your goals, prioritize them, and create a realistic plan that works for you.
In this episode, I discuss:
- The difference between life goals (like flexibility and travel) and financial goals (like retirement and savings)
- Why separating and labeling your goals helps you create a clearer plan
- My FI Formula and the five financial goal types: income, spending, saving, debt payoff, and investing
- How to do a goal dump, organize your goals, and figure out how long they’ll take to reach
- The 5 Journeyer Stages and how they can guide how you approach spending vs. saving
Other Links Mentioned in episode:
- Get the FIRE Calc Tool For Yourself Here.
- Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here!
- Get your copy of my book: Your Journey To Financial Freedom!
- Join The Weekly Newsletter List to get updates, deals & more!
- Leave Your Journey To Financial Freedom a review!
- Get The Budget Bootcamp
- Check out my personal website here.
- Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast!
- YNAB – Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link.
- What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here!
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