What is your biggest challenge/problem with money?
[Ep 154]
I’ve tried every kind of budgeting and tracking system. Along the way, I discovered what truly worked for me and turned those lessons into the philosophies I now teach my clients.
In today’s episode, I’m sharing my personal budgeting journey, the mistakes I made, and the shifts that finally gave me clarity, control, and confidence. By the end of this conversation, you’ll see how a budget can be designed around you, your values, your priorities, and the retirement lifestyle you’re working toward.
What You’ll Learn in This Episode:
✅ The evolution of my budgeting journey (and why some methods didn’t last)
✅ Why “static but flexible” is the key to a budget that works long term.
✅ How I used budgeting to increase retirement savings little by little.
✅ Three core rules I teach clients to create sustainable budgets.
Are you ready to stop hoping it all works out and start creating a clear plan for your retirement?
Message me on Instagram for details, or book your Roadmap to Retirement Call today!
Looking for more connection?! Join the Retirement Ready Hub for GenXers Facebook group and join others on the same journey.
