Ep 60 5 Steps to Becoming Your Own Financial Advisor

In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financial goals, and managing debt. While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself on specific financial topics, setting and detailing financial goals, managing debt responsibly, investing wisely, planning for retirement, and regularly reviewing and adjusting financial plans. 00:00 Introduction and Purpose00:41 Client Success Story01:17 Understanding Your Money02:12 Role of Financial Advisors03:46 Becoming Your Own Financial Advisor04:48 Educate Yourself09:31 Set Financial Goals12:14 Manage Your Debt15:58 Invest Wisely and Plan for Retirement19:08 Review and Adjust Regularly20:42 Conclusion and RecapJune's Special Offer - Complimentary Financial Foundations Intensives. Click HERE to read more and schedule your free call to reserve a spot before they're gone. Be sure to mention JUNE when you get on the call.Connect with me on Instagram to share your thoughts and ask questions @elevatefinances https://www.instagram.com/elevate_finances/Be sure to join my newsletter for insights on growing wealth, behind-the-scenes musings, and opportunities to contribute to future episodes. You will receive the most updated podcast listening guide released each quarter. https://elevatefinancesllc.myflodesk.com/podcastAre you looking for 1:1 support with your finances? Schedule your free Budget Break Thru Session to learn more about what coaching can look like for you. https://bit.ly/chatwithdalenehigginsWhat topic or question would you love answered on the podcast?Not sure what you need to do to make retirement happen? Let’s identify your priorities and next steps in a Retirement Strategy Session. Book your session today.Looking to learn more about being retirement ready?Join the Facebook community Retirement Ready Hub to continue the conversation and learn how to accelerate your retirement progress.Wondering where your money actually goes each month? Get real answers on a money clarity call. Book yours today.Connect with meFacebook:  https://www.facebook.com/dalene.higgins/