Kaitlin is an accomplished woman who, on paper, is checking all the right boxes when it comes to personal finances, yet she still has internal fears or concerns when it comes to her money. Dr. Brie speaks with Kaitlin to discuss where these emotions around money may be coming from through an astrological lens and offers real-world educational tips on actions Kaitlin can take to strengthen her personal finances.
This episode mentions visuals used in the conversation, which are linked here for you to also review:
1) Time vs. Timing: Why Time Matters for Investing – The Sooner The Better: https://www.forecastingforsuccess.com/blog/time-versus-timing-why-time-matters-for-investing
2) Use your preferred online brokerage or search engine to look up any index fund or exchange-traded fund (ETF) (e.g., VTI, VOO, etc.) to review its minimum purchase price, expense ratio, etc. – remember to keep the expense ratio as low as possible (e.g., 0.03%) when you’re choosing which ETFs you want to invest in!
3) U.S. Securities & Exchange Commission ‘Compound Interest Calculator’ to help you create a “retirement number”: https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator
Note: Although names of specific companies were mentioned in this episode as examples based on personal experience(s), these are not official endorsements of the companies and no affiliation exists between them and Forecasting For Success.
Need help on where to start with your own money? Take my FREE financial archetype quiz! https://quiz.tryinteract.com/#/66d61353c5131f0015b1ac14/q/1?method=iframe
Would you like to be a podcast guest? Send me your money questions: https://forecastingforsuccess.com/podcast
Looking for deeper financial education and live educational content where you can ask me questions? Check out my exclusive community, Forecasting For Success: https://www.forecastingforsuccess.com/
Transcripts, show notes, and more can be found at: https://www.forecastingforsuccess.com/podcast-show-notes/1-kaitlin-saving-vs-investing
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