Episode 422- Balancing Your Money & Lifestyle Goals To Create The Life You Love

Apr 16, 2025

Ask episode

Chapters

Transcript

Episode notes

In this solo episode, I’m diving into a topic that’s been on my mind lately—how to balance lifestyle goals with financial goals. Inspired by a recent girls trip and conversations about how much life has changed, I reflect on what it really means to live a fulfilling life while still being smart about money. I share some insights straight from my book Your Journey to Financial Freedom, including how to define your goals, prioritize them, and create a realistic plan that works for you.

In this episode, I discuss:

The difference between life goals (like flexibility and travel) and financial goals (like retirement and savings)
Why separating and labeling your goals helps you create a clearer plan
My FI Formula and the five financial goal types: income, spending, saving, debt payoff, and investing
How to do a goal dump, organize your goals, and figure out how long they’ll take to reach
The 5 Journeyer Stages and how they can guide how you approach spending vs. saving