On this episode of Financially Naked: Stories from The Financial Gym, two of our trainers, Chandra and Garrett, sit down to talk about their plans, goals, and hopes for 2022. They discuss their personal goals, financial goals, intentions, and what about the new year has them excited!
Podcast Notes
- Chandra’s word for this year: intent. To be more intentional with friendships, relationships, and partnerships. This includes her relationship with money!
- When Garrett was thinking about the theme for the year, the word ‘breathe’ came to mind. It’s so important to breathe. To pause, take a moment for yourself, and collect the thoughts.
HABITS / INTENTIONS TO BRING INTO THE NEW YEAR
- Financial health is just as important as physical and mental health.
- Focus on being intentional about one thing at a time. Trying to change everything at once can lead to burnout. Sustainable habits over time will set the foundation for success.
- Be intentional with saving and investing. While ‘building wealth’ is a fine goal, dig deep and find what gets you excited.
- Avoid playing the comparison game with other people. There is no set timeline for when certain financial goals should be reached. Compare you to yourself and measure growth that way.
- Without the mindset shift, nothing else changes. You have to believe you can be successful.
- Take some time to reflect on the wins. Even during times where you feel like you didn’t do much, there are wins to be found. Even if you overspend during the holiday season, not adding debt can be a huge win. Even if you have to dip into your savings, they were there and that’s a win.
- Clients who consistently show up for themselves intentionally become more financially savvy.
- Things are always evolving. Always strive to learn and educate yourself more and more.
- If there are children in your life, take time to bring them into the fold. The same way most of our first bank accounts are the same as our parents, this can be the same for investment and brokerage accounts. Almost everyone says they wish they would have started investing sooner, so teach the young people in your life!
- If you fail to make a plan, you plan to fail.
- You don’t have to win the race, but you do have to start walking. Everything starts with the first step, which can be the hardest.
- Taking the time to learn is part of that first step.
- The more time and effort you put into anything, there will be change.
- There’s no wrong time to start taking the right strides forward.
- Time keeps ticking forward. How are you spending your time? Are there areas you want to change?
- On a daily basis, set your intentions because we aren’t promised tomorrow. Tomorrow will take care of itself. Be intentional about what you’re going to do today
- This time and New Year are a blessing. You are here. Take the time to appreciate yourself. Think about your plan of action and move with intention in all aspects of your life, not just the finances.
- Put your action items out there. Whether that is on paper, to a friend, or with a Trainer at The Gym.
About Financial Trainers
- All of the Certified Financial Trainers at The Gym come from different backgrounds and have been on their own financial journeys. They don’t judge and are a safe space to set big goals or talk about things that make you anxious.
- If you want a hype person on your life team, schedule a complimentary consultation with one of our amazing warm up callers to learn more! As life ebbs and flows, a Certified Financial Trainer will be your accountability partner along the way.
Meet The Trainers
Meet Chandra - Level 2 Certified Financial Trainer
Meet Garrett - Level 3 Certified Financial Trainer
