Description

Summary

In this conversation, Ian Robertson and Katie Ketner discuss the importance of personal finance, budgeting, and intentional living. Katie shares her journey of financial awareness, emphasizing the significance of dreaming and setting goals as a couple. They explore the concept of living below one's means to achieve financial freedom, the behavioral changes required for effective budgeting, and the importance of accountability in financial discussions. Katie also provides practical steps for those starting from a financial hole and highlights the value of prioritizing experiences over material possessions in building a meaningful legacy for their children.

Takeaways

• Personal finance is deeply personal and varies for everyone.
• Setting a financial goal starts with understanding your 'why'.
• Living below your means creates financial freedom.
• Delayed gratification is essential for long-term financial success.
• Budgeting is a tool for intentional living, not a restriction.
• Accountability in budgeting discussions can prevent conflicts.
• Starting with a clear picture of income and expenses is crucial.
• Small behavioral changes can lead to significant financial wins.
• Prioritizing experiences over material goods enriches family life.
• Intentionality in spending shapes a positive financial legacy.

Chapters

00:00 Introduction to Personal Finance

05:10 The Importance of Dreaming and Setting Goals

10:12 Living Below Your Means for Financial Freedom

13:02 Behavioral Changes and Accountability in Budgeting

21:27 Starting from a Financial Hole

26:47 Practical Steps to Financial Awareness

31:03 Maintaining Financial Intentionality and Legacy

How To Reach The Guest

LinkedIn - https://www.linkedin.com/in/katie-ketner-mba-229a5730/

Disclaimer: All of the information contained here within is a general discussion for informational purposes only. The Unlocked Investor Podcast and its representatives do not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by The Unlocked Investor Podcast or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.