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Content provided by Dee Boswell-Buck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dee Boswell-Buck or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Similar to Strategize Your Business Online with Dee Boswell-Buck
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Getting Clarity On Your Personal Finances Can Help You Focus On Your Business
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Content provided by Dee Boswell-Buck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dee Boswell-Buck or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
“At each milestone, you do have to sit down and reevaluate your finances, instead of just doing it and hoping it works out. You’ll be so much more successful if you have a plan in place for each milestone.”
- Sunny Wishart
There’s no question that taking care of your finances can feel overwhelming, stressful… or even a little scary.
The truth is that the average person doesn’t have many options when it comes to high-quality financial advice. My guest, Sunny Wishart, founded A La Carte Financial to help individuals and families who are seeking clarity, organization, and education in their financial life.
Sunny helps her clients dig into the nitty-gritty of their finances. Your finances should be organized with a purpose — and every element should be working toward a clear goal!
When dealing with financial clients, Sunny draws on her background as a former music teacher to mentor them through the fundamentals of finance. She really makes financial education feel comfortable and achievable, so I know that you’ll get a lot out of this episode!
In this conversation, you’ll learn valuable tips to help you budget strategically and streamline your finances. We discuss corporate exits, pandemic spending, finance bootcamps, and more. Listen now!
In this episode, you’ll discover:
- The process that Sunny uses to help her clients come up with budgets that work for their lifestyles
- The financial planning and lifestyle changes that Sunny and her family put in place as she was leaving her 9-to-5 to run her own business
- Why you should choose to work with a Certified Financial Planner rather than one without a certification — no matter how much experience they have
About Sunny Wishart: Sunny is Certified Financial Planner and the president and founder of A la Carte Financial. As a fee-based financial planner she prioritizes unbiased, objective financial advice and holds honesty and integrity as a defining value. Her background includes personal banking, business management, and financial planning.
Highlights:
00:01 Intro
01:51 Meet Sunny Wishart
03:03 What financial clarity looks like
05:00 Planning for your milestones
06:06 Sunny’s journey
07:44 Financial planning to leave corporate
09:02 What is a CFP?
10:14 Sunny’s website
12:28 Sunny’s services
14:00 Getting real about budgeting vices
16:20 The getting-to-know-you process
17:49 Shifts since the pandemic hit
19:12 Spending trends during the pandemic
22:30 Sunny’s blog
25:19 Social media + content
27:15 What’s on the horizon?
Links:
Sunny Wishart
https://www.alacartefinancial.ca
https://ca.linkedin.com/in/sunnygalbraith
https://www.facebook.com/AlaCarteFinancial
Twitter: @AlaCarteFinance
Work with me: http://www.deeboswellbuck.com
Stay Connected
https://www.linkedin.com/in/dee-boswell-buck
https://www.instagram.com/deeboswell_buck
https://www.twitter.com/deeboswellbuck
58 episodes
Share
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Last successful fetch was on October 07, 2024 04:13 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 316013530 series 2906631
Content provided by Dee Boswell-Buck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dee Boswell-Buck or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
“At each milestone, you do have to sit down and reevaluate your finances, instead of just doing it and hoping it works out. You’ll be so much more successful if you have a plan in place for each milestone.”
- Sunny Wishart
There’s no question that taking care of your finances can feel overwhelming, stressful… or even a little scary.
The truth is that the average person doesn’t have many options when it comes to high-quality financial advice. My guest, Sunny Wishart, founded A La Carte Financial to help individuals and families who are seeking clarity, organization, and education in their financial life.
Sunny helps her clients dig into the nitty-gritty of their finances. Your finances should be organized with a purpose — and every element should be working toward a clear goal!
When dealing with financial clients, Sunny draws on her background as a former music teacher to mentor them through the fundamentals of finance. She really makes financial education feel comfortable and achievable, so I know that you’ll get a lot out of this episode!
In this conversation, you’ll learn valuable tips to help you budget strategically and streamline your finances. We discuss corporate exits, pandemic spending, finance bootcamps, and more. Listen now!
In this episode, you’ll discover:
- The process that Sunny uses to help her clients come up with budgets that work for their lifestyles
- The financial planning and lifestyle changes that Sunny and her family put in place as she was leaving her 9-to-5 to run her own business
- Why you should choose to work with a Certified Financial Planner rather than one without a certification — no matter how much experience they have
About Sunny Wishart: Sunny is Certified Financial Planner and the president and founder of A la Carte Financial. As a fee-based financial planner she prioritizes unbiased, objective financial advice and holds honesty and integrity as a defining value. Her background includes personal banking, business management, and financial planning.
Highlights:
00:01 Intro
01:51 Meet Sunny Wishart
03:03 What financial clarity looks like
05:00 Planning for your milestones
06:06 Sunny’s journey
07:44 Financial planning to leave corporate
09:02 What is a CFP?
10:14 Sunny’s website
12:28 Sunny’s services
14:00 Getting real about budgeting vices
16:20 The getting-to-know-you process
17:49 Shifts since the pandemic hit
19:12 Spending trends during the pandemic
22:30 Sunny’s blog
25:19 Social media + content
27:15 What’s on the horizon?
Links:
Sunny Wishart
https://www.alacartefinancial.ca
https://ca.linkedin.com/in/sunnygalbraith
https://www.facebook.com/AlaCarteFinancial
Twitter: @AlaCarteFinance
Work with me: http://www.deeboswellbuck.com
Stay Connected
https://www.linkedin.com/in/dee-boswell-buck
https://www.instagram.com/deeboswell_buck
https://www.twitter.com/deeboswellbuck
58 episodes
All episodes
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Similar to Strategize Your Business Online with Dee Boswell-Buck
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
…
continue reading
Welcome to Almanac, your portal to mindful living guided by the seasons. Join host Emily Thompson on a year-round journey filled with seasonal joy and moments of wonder. Tune in to discover how to reconnect with the magic of everyday life, find inspiration, and craft a life with intention. Looking for Being Boss? Tune into our new feeds, Being Boss with Emily and Kathleen and Being Boss with Emily Thompson for over 300+ episodes.
…
continue reading
Career & Life Journeys: Hosted by Adam Posner, he interviews top experts, entrepreneurs, and thought leaders from the world of Entrepreneurship, Talent Acquisition, Personal Growth, and other world-class amazing humans to decode their success via their insights into their own career journeys and personal growth. The goal of #thePOZcast is to showcase amazing humans who share their stories to inspire you to harness your inner tenacity to drive your life and career forward. Adam Posner is the ...
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
…
continue reading
Tim Reid (AKA Timbo) interviews the most innovative founders in the world of small business. In this award winning podcast business owners share where their original business idea came from, how they got it to market and the strategies they used that led to their business’s unprecedented growth. Tim Reid's curiosity for what makes business owners tick and his passion for small business success means that every episode is chock full of marketing gold that will help you build that beautiful bu ...
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continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
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continue reading
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