EPISODE · Jan 20, 2024 · 16 MIN
Developing Your Money Mission Statement: a solo podcast for the new year
from Making Change with your Money · host Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions
In this solo podcast episode, your host and financial advisor Laura Rotter guides you through an exercise to develop your personal money mission statement. Take a moment to be present and reflect, as we dive in together! Step 1: Reflect Start by thinking about the first three words that pop into your mind when you hear the word "money." Reflect on your own experiences and upbringing that might be shaping these associations. Step 2: Start With Why Identify and list your 3 to 5 core values that guide your life decisions. Step 3: Set Your Goals What financial goals do you want to set for 2024? They could be anything from reducing debt to a career change. Jot them down and see how they align with your chosen values. Step 4: Envision Your Ideal Future What are some of the things you would like to accomplish or experience in the future? Feel free to dream. Step 5: Craft Your Personal Money Mission Statement Use the template Laura provides in the podcast, not just set goals but set the right goals - things that inspire and fulfill you. To conclude the episode, Laura Rotter shares some insights from her journey, like having a weekly money date and paying herself first. Dive into this money exercise with Laura to find more abundance in 2024! Free resource: Investing Your Time and Energy Interested in booking a free consultation? Schedule a call. Stay connected: Connect with Laura on LinkedIn @Rotters5 on Twitter Connect with Laura on Facebook Subscribe to my YouTube channel Subscribe to my newsletter Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom. Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
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