When you're in the second half of life -- which you definitely are as an empty nester -- it's time to have some important financial conversations.
In this episode, I talk about the 3 Money Conversations that empty nesters should have.
My guest is Tricia Daniel. Tricia has an MBA, 23 years experience in public accounting and as a corporate Financial Controller. She has a passion for using her experience to help corporate executives and sole proprietors calm their overwhelm around money.
As a single mom who has started over twice, Tricia has also learned how to use her professional financial experience to calm money overwhelm for herself and other single parents through implementing budgeting and forecasting cash methods.
So what are the three money conversations that empty nesters should have?
The first is with your spouse. If it’s been a while since you’ve had a financial conversation, Tricia shares a great way to begin that conversation.
The second conversation to have is with your adult child. Tricia shares the importance of talking about budgeting with your kids, and how to get them excited about the potential of investing.
And the third conversation to have, is with yourself. We talk about how a simple weekly process can keep you accountable, and reduce the feeling of anxiety around finances.
Thanks for listening!
Free Discovery Call: discover.yourturntofly.com
More on Tricia Daniel
Website: TriciaDaniel.com
IG: @triciadanielmba
More on Thor
Twitter: @thorchallgren
IG: @thorchallgren
Website: www.yourturntofly.com
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