Description

What’s your money story? That’s the big question we dive into today as we chat with Jennifer, a financial advisor and author who’s all about empowering folks, especially women, to take control of their finances. We kick things off by reminiscing about our earliest money memories, whether they were filled with joy or a bit of stinginess. From selling cards for a skateboard to learning that you gotta put in the work for what you want, we uncover how these experiences shape our financial habits. Jennifer shares some golden nuggets on financial literacy, especially for those who might feel a bit out of their depth when it comes to handling money. So grab your favorite drink, settle in, and let’s get ready to squeeze the juice out of those financial conversations!

Takeaways:

• Understanding your personal money story can significantly shape your financial habits and decisions.
• Women often outlive their partners, making financial literacy crucial for long-term security and planning.
• Creating a family love letter is a meaningful way to communicate values and financial wisdom to loved ones.
• Discretionary spending is about understanding what you can afford beyond fixed expenses, which is key to financial freedom.
• Engaging both partners in financial discussions helps bridge the gap in money management within relationships.
• Roth IRAs are a fantastic investment tool for those looking to secure their financial future, especially for young earners.

Links referenced in this episode:

• https://modern-wealth.com
• https://squeezethejuicebook.com

Thank you for tuning in! Your support helps us empower more people to build strong financial habits and engage in meaningful conversations about money.

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⚠️ DISCLAIMER:

This content is for educational purposes only and is not financial advice. Always consult a licensed financial professional when needed.

Episode 308