Jan 27, 2023
Elisabeth Embry opens up the show with the importance of goal setting. It's crucial that you know what you want to achieve, and have metrics that show whether or not you're on the right path. She also looks at what types of goals you should set, and which types of goals you should avoid.
Later she talks with Nancy Doyle, author of Manage Your Financial Life: A Thoughtful, Organized Approach for Women and Founder of The Doyle Group. Nancy had three decades of experience in investing, corporate finance, and consulting. The two discuss how to start planning your financial future, financial spring cleaning, emergency funds, and more.
Key Takeaways:
[1:33] Most people are setting goals with no way to achieve them
[4:18] The book that changed Elisabeth's life
[10:00] The target audience for Nancy's book
[12:16] Nancy's 4 steps to achieve your financial goals
[15:27] Nancy's thoughts on real estate, and the impact supply and demand has on the market
[18:47] Financial spring cleaning and important recommendations on keeping documentation
[22:19] How to create a Current Year File Folder
[24:31] How much should we be keeping in an emergency fund?
[28:32] Managing your financial life starts with getting organized
Websites:
www.ManageYourFinancialLife.com
Manage Your Financial Life: A Thoughtful, Organized Approach for Women
The Goal: A Process of Ongoing Improvement
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