Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers
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Ep 164 | Your Retirement Journey and My Financial Coaching Why
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Have you ever wondered why some people make steady progress on their retirement journey while others stay stuck, even with a good income? I was there too, budgeting, saving, planning, but never feeling confident it was enough. That's why I became a financial coach.
Over my 13-year retirement journey, I learned that reaching retirement is possible, but I didn’t have a clear path, checklist, or anything telling me what to do next. What I learned on my journey is the exact steps I help clients take to get them to retirement. I’ve become the retirement coach I wish I had on my journey.
What You'll Learn:
✅ My journey to retirement, from financial blogs to creating my own retirement roadmap
✅ Why I used my budget as my retirement checklist
✅ The critical first steps I wish I'd known on my retirement journey
✅ How questioning each expense supported me in getting retirement ready
✅ Why your current budget directly impacts what you'll need in retirement
If you’re a GenXer who wants to get retirement ready with clarity and confidence, choose your next step:
→ Connect with me on Instagram @elevate_finances
→ Ask a question anytime on SpeakPipe
→ Take the Retirement Ready Quiz
→ Save your spot in the Retirement Ready Workshop
→ Book your free consultation to discover if coaching is right for you
Let’s make your retirement dreams possible starting today.
168 episodes