Artwork

Nội dung được cung cấp bởi Dee Boswell-Buck. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Dee Boswell-Buck hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Player FM - Ứng dụng Podcast
Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !

Getting Clarity On Your Personal Finances Can Help You Focus On Your Business

30:37
 
Chia sẻ
 

Manage episode 316013530 series 2906631
Nội dung được cung cấp bởi Dee Boswell-Buck. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Dee Boswell-Buck hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

“At each milestone, you do have to sit down and reevaluate your finances, instead of just doing it and hoping it works out. You’ll be so much more successful if you have a plan in place for each milestone.”

- Sunny Wishart

There’s no question that taking care of your finances can feel overwhelming, stressful… or even a little scary.

The truth is that the average person doesn’t have many options when it comes to high-quality financial advice. My guest, Sunny Wishart, founded A La Carte Financial to help individuals and families who are seeking clarity, organization, and education in their financial life.

Sunny helps her clients dig into the nitty-gritty of their finances. Your finances should be organized with a purpose — and every element should be working toward a clear goal!

When dealing with financial clients, Sunny draws on her background as a former music teacher to mentor them through the fundamentals of finance. She really makes financial education feel comfortable and achievable, so I know that you’ll get a lot out of this episode!

In this conversation, you’ll learn valuable tips to help you budget strategically and streamline your finances. We discuss corporate exits, pandemic spending, finance bootcamps, and more. Listen now!

In‌ ‌this‌ ‌episode,‌ ‌you’ll discover:‌ ‌

  • The process that Sunny uses to help her clients come up with budgets that work for their lifestyles
  • The financial planning and lifestyle changes that Sunny and her family put in place as she was leaving her 9-to-5 to run her own business
  • Why you should choose to work with a Certified Financial Planner rather than one without a certification — no matter how much experience they have

About Sunny Wishart: Sunny is Certified Financial Planner and the president and founder of A la Carte Financial. As a fee-based financial planner she prioritizes unbiased, objective financial advice and holds honesty and integrity as a defining value. Her background includes personal banking, business management, and financial planning.

Highlights:‌

00:01 Intro

01:51 Meet Sunny Wishart

03:03 What financial clarity looks like

05:00 Planning for your milestones

06:06 Sunny’s journey

07:44 Financial planning to leave corporate

09:02 What is a CFP?

10:14 Sunny’s website

12:28 Sunny’s services

14:00 Getting real about budgeting vices

16:20 The getting-to-know-you process

17:49 Shifts since the pandemic hit

19:12 Spending trends during the pandemic

22:30 Sunny’s blog

25:19 Social media + content

27:15 What’s on the horizon?

Links:‌

Sunny Wishart

https://www.alacartefinancial.ca

https://ca.linkedin.com/in/sunnygalbraith

https://www.facebook.com/AlaCarteFinancial

Twitter: @AlaCarteFinance

Work with me: http://www.deeboswellbuck.com

Stay Connected

https://www.linkedin.com/in/dee-boswell-buck

https://www.instagram.com/deeboswell_buck

https://www.twitter.com/deeboswellbuck

https://www.facebook.com/deeboswellbuck

https://www.pinterest.ca/DeeBoswellBuck

  continue reading

58 tập

Artwork
iconChia sẻ
 
Manage episode 316013530 series 2906631
Nội dung được cung cấp bởi Dee Boswell-Buck. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Dee Boswell-Buck hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

“At each milestone, you do have to sit down and reevaluate your finances, instead of just doing it and hoping it works out. You’ll be so much more successful if you have a plan in place for each milestone.”

- Sunny Wishart

There’s no question that taking care of your finances can feel overwhelming, stressful… or even a little scary.

The truth is that the average person doesn’t have many options when it comes to high-quality financial advice. My guest, Sunny Wishart, founded A La Carte Financial to help individuals and families who are seeking clarity, organization, and education in their financial life.

Sunny helps her clients dig into the nitty-gritty of their finances. Your finances should be organized with a purpose — and every element should be working toward a clear goal!

When dealing with financial clients, Sunny draws on her background as a former music teacher to mentor them through the fundamentals of finance. She really makes financial education feel comfortable and achievable, so I know that you’ll get a lot out of this episode!

In this conversation, you’ll learn valuable tips to help you budget strategically and streamline your finances. We discuss corporate exits, pandemic spending, finance bootcamps, and more. Listen now!

In‌ ‌this‌ ‌episode,‌ ‌you’ll discover:‌ ‌

  • The process that Sunny uses to help her clients come up with budgets that work for their lifestyles
  • The financial planning and lifestyle changes that Sunny and her family put in place as she was leaving her 9-to-5 to run her own business
  • Why you should choose to work with a Certified Financial Planner rather than one without a certification — no matter how much experience they have

About Sunny Wishart: Sunny is Certified Financial Planner and the president and founder of A la Carte Financial. As a fee-based financial planner she prioritizes unbiased, objective financial advice and holds honesty and integrity as a defining value. Her background includes personal banking, business management, and financial planning.

Highlights:‌

00:01 Intro

01:51 Meet Sunny Wishart

03:03 What financial clarity looks like

05:00 Planning for your milestones

06:06 Sunny’s journey

07:44 Financial planning to leave corporate

09:02 What is a CFP?

10:14 Sunny’s website

12:28 Sunny’s services

14:00 Getting real about budgeting vices

16:20 The getting-to-know-you process

17:49 Shifts since the pandemic hit

19:12 Spending trends during the pandemic

22:30 Sunny’s blog

25:19 Social media + content

27:15 What’s on the horizon?

Links:‌

Sunny Wishart

https://www.alacartefinancial.ca

https://ca.linkedin.com/in/sunnygalbraith

https://www.facebook.com/AlaCarteFinancial

Twitter: @AlaCarteFinance

Work with me: http://www.deeboswellbuck.com

Stay Connected

https://www.linkedin.com/in/dee-boswell-buck

https://www.instagram.com/deeboswell_buck

https://www.twitter.com/deeboswellbuck

https://www.facebook.com/deeboswellbuck

https://www.pinterest.ca/DeeBoswellBuck

  continue reading

58 tập

Tất cả các tập

×
 
Loading …

Chào mừng bạn đến với Player FM!

Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.

 

Hướng dẫn sử dụng nhanh