Holistic Perspectives On Wealth with Jodie Phelps DWI-EP208

Jan 12, 2024

Wealth coach Jodie Phelps shares insights on money management & psychology. Discusses readiness for change, pitfalls of intertwining finances in relationships, and innovative investment strategies. Emphasizes financial literacy, childhood financial misconceptions, and empowerment. Explores diversification in investments, overcoming limiting beliefs, and building a life of financial freedom.

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Intro

00:00 • 2min

Navigating Life Events and Financial Well-Being

01:51 • 6min

Financial Education, Consolidation, and Bereavement Considerations

07:23 • 3min

Understanding the Impact of Life Events on Financial Well-being

10:40 • 13min

Investing Beyond Property and Overcoming Personal Boundaries

23:31 • 6min

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Unlock the secrets of a resilient financial future with wealth coach Jody Phelps, as she joins us to unravel the complexities of money management and the psychology that underlies our fiscal behaviors. Through her transformative experiences and over a decade of expertise, Jody illuminates the path for anyone seeking to navigate life's unpredictabilities with financial savvy. Prepare to shift your perspective, as we discuss the critical importance of readiness for change, the pitfalls of intertwining finances in relationships, and how to emerge from significant life events with your financial goals intact.

Venture beyond the numbers and discover how to cultivate a harmonious relationship with your finances. We're breaking down the barriers of childhood financial misconceptions, recalibrating our adult spending habits, and introducing strategies that align your budget with your dreams. Say goodbye to the guilt of 'fun money' and reclaim your joy, as we explore innovative alternatives to retail therapy and challenge the traditional avenues of investment and business ownership. It's time to embrace a modern approach to wealth, where entrepreneurship and a diversified portfolio become your tools for building a life of financial freedom.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

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