Ep 86 | How My Client Found Spending Freedom to Support Her Financial Freedom

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

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In this episode, I share the transformative journey of a client who initially struggled with shame and guilt around her spending habits. Having successfully saved her retirement nest egg, she was struggling with the fear of outspending that money. Her challenges: lack of organization with her money creating greater disconnect with money.

The discussion outlines the process of understanding her financial status, creating a budget tailored to her lifestyle, and implementing a values-based spending exercise. Through structured coaching and personalized financial strategies, the client transitioned from anxiety to empowerment, learning to align her spending with her life values and confidently manage her finances.

01:41 Understanding Budgeting Challenges

04:18 Creating a Personalized Budget and Cash Flow System

06:05 Addressing Shame and Guilt Around Spending

07:38 Implementing Values-Based Spending

10:47 Empowering Financial Decisions and Stability

15:58 Action Steps for Viewers

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