174: How to Plan for Your Future Self with James Alexander

What does it really mean to play your own financial game?

In today’s episode, I’m joined by James Alexander, a certified financial planner who brings both heart and math to the world of money. James and I explore the importance of defining your personal version of financial success, and we discuss why comparing yourself to others can pull you away from what actually matters to you.

We talk about how to start with your values and vision, and then build a plan to back into those dreams using both emotional awareness and clear financial strategy. James shares a practical framework for allocating your income (his 20/60/20 rule), and we also talk about the emotional weight of debt, managing motivation, and teaching kids how to understand and use money.

This episode is for you if you’ve ever felt behind, overwhelmed, or unsure where to even begin with planning your financial future. This conversation offers both practical advice and deep mindset shifts to help you move forward on your own terms.

For a full transcript of the episode and much more, check out the blog post on our website!

To watch a video version of this, check it out on YouTube: https://youtu.be/3jdtKN3rwFA

Connect with James Alexander

Check out the website: https://edgefa.com/ 

Learn more: https://www.yourretirementaccelerator.com/ 

On LinkedIn: https://www.linkedin.com/in/james-alexander-edge/ 

On Facebook: https://www.facebook.com/profile.php?id=100057031287127

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you! 

https://moneynutsandbolts.com/masterclass-signup-p/

Mentioned in this episode:

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