Single Mom's Financial Review + Guidance
As a CERTIFIED FINANCIAL PLANNER™ and former financial advisor, I offer guidance to Elizabeth in this vid, whose situation is relatable to many others! I asked subscribers to send me their financial details if they wanted a review and it was so fun putting this together!
I was a single mom back when I was first getting my finances sorted out (about 10 years ago) and the process of doing so was life changing. I hope this video helps to set this subscriber and many of you up for a great financial future!
📹 Chapters:
00:00 Intro
01:22 Email from Subscriber
04:53 Financial Workbook Intro
05:00 Debt repayment calculations
07:53 My recommendations to pay off debt
10:16 Investing growth after eliminating debt
11:33 Reviewing Investments
17:08 Term vs. Whole Life Insurance
20:41 Final Thoughts + My services
✅ Resources mentioned:
The Financial Workbook: https://startinvestingwithconfidence....
My services: https://bit.ly/financialguidanceservices
Target Date Fund Video: • Target Date Funds: 4 Major Problems to Und...
Investment growth calculator: https://smartasset.com/investing/inve...
2nd investment growth calc (I used this because the first only goes 30 years out): https://www.calculator.net/investment...
💻 Watch my free Passive Income training: https://startinvestingwithconfidence....
💻 Grab my 4 Steps to Invest, Quick Start Guide: https://bit.ly/4stepstoinvest
💻 Catch Daily Tips Instagram: / moneywithmaggie
About draft: Lack of knowledge and confidence shouldn't be the reason you're not investing in the stock market
⭐️Watch my Investment Help playlist here: • Investing Help
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