In this episode Melissa Joy, CFP® speaks with Stephanie Vaught, Financial Coach and founder of Social Money Finance. Melissa and Stephanie discuss experiences working with and specific financial challenges the generation born between 1965-1982 face.
We will Discuss:
- Handling the ‘What ifs’ and being prepared for a plan B.
- The importance of having vulnerability with your financial coach or financial planner.
- What are the facts-What am I earning NOW?
- Articulating what you want to achieve.
- Make sure you are setting YOUR goals-not other people’s goals.
- Find out more about the 30 Day Money Challenge Social Money Finance.
- Follow Stephanie Vaught on Linkedin.
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Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.