3.3 Stacey: Finances in a Millennial World

This week I am very excited to introduce you all to someone who has been a part of my life since I was in college. Stacey and I met working as conference assistants the summer after our sophomore year, our friendship grew quickly and continued to grow as we built our careers, families and lives. Stacey grew up in a small city in South Dakota, as the youngest of four daughters in her family she learned to appreciate needs vs. wants and the value of a dollar. As college students she put that learning into practice and got jobs that helped her to graduate debt free while still finding funds to enjoy experiences. Early in her Marriage to husband Jason she took on the task of learning how to manage the family finances and plan for the future they wanted to build together. And in recent years She has become a go to for many friends also taking that leap into financial planning. Stacey and I get real talking about how we developed our relationships with money growing up with incredible parents who prioritized education and needs while also having the tough conversations about what was available. We then dive into understanding the foundation of knowing your income, building a realistic budget and setting goals for yourself or your family. Then we get into the nitty gritty discussing types of accounts, pre and post tax contributions and understanding how to make your money work for you. I hope you all enjoy learning more about financial health with me as Stacey breaks it all down in an easy to understand way. Financial Health is an important part of health as stress over money can have some very real impacts on your physical, emotional and mental health. If you are interested in learning more about the resources Stacey mentioned during our conversation check out the links below: USAA Budget Worksheet: https://static.usaa.com/content/dam/digital/documents/pdf/enterprise/ent-usaa_budgetworksheet.pdf AIA 50/30/20 rule resources: https://www.aia.com/en/health-wellness/healthy-living/healthy-finances/Budget-planner-templates Goals Worksheet: https://www.opploans.com/oppu/financial-literacy/financial-goals-worksheet/ Rocket Money Financial Tracking: https://www.opploans.com/oppu/financial-literacy/financial-goals-worksheet/ Please consider following and reviewing this podcast wherever you listen and join us on Instagram @DownbytheRiver_Podcast for bonus content, updates and more. If you would like to follow along Maggie and my travels join us on Instagram and tiktok @VanosaurandMaggie that’s V A N O S A U R and Maggie.