Mastering Your Finances: Insights and Strategies for Young Professionals with David Currie
In this episode of the Emerging Leader Podcast, we explore how to improve your financial fitness the experienced financial advisor, David Currie. Tailoring his practice to young professionals, emerging leaders, and millennials, David shares practical and logical approaches to managing finances. Discover the right time to connect with a financial advisor and what you can DIY before you meet up with a financial advisor. We discuss essential topics including budgeting, goal setting, managing student debt, automating savings, leveraging family support, and the financial implications of starting a family. Highlights include personal stories, actionable tips, and overcoming common financial pitfalls. This episode is packed with refreshing, modern financial insights to ensure you can secure your financial future while still enjoying life to its fullest.
00:07 Intro and What You Can Expect to Learn
06:26 Meet David Currie: Not Your Parent's Financial Advisor
21:35 Common Financial Mistakes and How to Avoid Them
31:23 The Psychological Side of Financial Wellness
37:46 Joint Financial Planning for Couples
39:04 The Pitfalls of Standing Still Financially
40:59 Maximising Savings and High-Interest Accounts
43:28 Emergency Funds and Risk Mitigation
54:46 Leveraging Family Support for Financial Stability
55:56 Planning for Parenthood and Financial Security
01:09:58 The Importance of Financial Goals and Values
Connect with David:
Website
LinkedIn
Instagram
Get In Touch:
Instagram: https://www.instagram.com/ashleylinkewich
Tiktok: https://www.tiktok.com/@ashleylinkewich
Twitter: https://www.twitter.com/ashlinkewich
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