Financial Freedom: Becoming Paycheck Optional – Part 1

top view business items with growth chart, hand, and paper boats. Image for blog post about becoming paycheck optional

If you’re in your 40s or 50s, pulling in a respectable income, and still feeling like your money is slipping through your fingers, you’re not alone. Even with a six-figure salary, many people struggle to make sense of their finances. But fear not! With years of experience teaching clients how to use YNAB and becoming a YNAB-certified coach, I’ve seen firsthand how adopting a proactive approach to managing your money can lead to a paycheck-optional life faster than ignoring your spending habits and trusting your paycheck to save you.

Read More

Why We Skip the Money Talk: Understanding the Gaps in Personal Finance Education

Personal finance is like the secret language of adulthood—they don’t teach it in school, but somehow, we’re expected to know it all. From managing cash flow to navigating debt and understanding credit scores, there’s a whole world of financial know-how that often gets overlooked in the classroom and in parenting. Let’s dive into why we as a society skip the money talk and explore essential aspects of personal finance that are often left out.

Read More

Spring Clean Your Finances: Clean Out Your Cash Flow Cobwebs

Many people overlook the cumulative impact of seemingly minor expenses due to a lack of attention to where their money is going. They often overlook how dining out frequently and indulging in retail therapy, while enjoyable, can significantly drain resources over time. They might be startled by how much these seemingly benign purchases are truly costing them. This detached approach can lead to significant expenditures that go unnoticed, and they can’t explain why there’s so little of cash left at the end of the month.

Read More

Avoid the Pitfalls of Household Budgeting with Expert Cash Flow Planning

At the core of every financial strategy lies an essential question: ‘Do I have the knowledge and skills to effectively manage my household finances in alignment with my goals all on my own?’ While the pursuit of financial goals is commendable, the reality is that navigating the complexities of intentional spending and cash flow management is tricky. Most of us would benefit from working with an expert to help them devise a strategy for their…

Read More