Terri talks with Stephanie Sammons, CFP about the four steps to improve your financial health.
Release Date: 10/22/2019
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Terri talks with Stephanie Sammons, CFP about the four steps to improve your financial health.
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Our financial health includes our mental health, physical health, spiritual health, and our finances.
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info_outlineShow Highlights
- Stephanie shares what she is seeing with the midlife women she works with as a Certified Financial Planner and how they are asking, “Where am I going next?”
- Stephanie includes your mental health, physical health, spiritual health, financial health when defining your financial life
- Stephanie believes the first step to taking charge of your financial situation is to be aware of the need to do so
- Stephanie shares the four steps for women to take charge of their finances and wealth in midlife
- Create a master inventory of your assets, debts, insurance policies, employee benefits, wills, etc.
- Define your life vision
- Shore up your health and wellness
- Identify and close the gaps
- Terri shares her quarterly financial summary process and how she has a death binder to capture her family’s inventory
- Terri asks Stephanie about how to handle the emotional baggage we might have around financial planning or money in general
- Stephanie offers up some suggestions for how to view your wealth, and some tools to help with it, when you don’t feel wealthy
Terri’s Key Takeaway
Our financial health includes our mental health, physical health, spiritual health, and our finances.
References in the Podcast
- Piloting Your Life: https://www.pilotingyourlife.com/
- LGBTQ Midlife Money Gal podcast: https://lgbtqmidlifemoney.com/category/podcast/
- Stephanie Sammons CFP blog: https://sammonswealth.com/blog/
- Funerals360: https://www.funerals360.com/
- Death binder alternative: https://www.everplans.com/
- True WELLth podcast: https://www.brightonjones.com/podcast/true-wellth
Contact
You can purchase Piloting Your Life (the book) on Amazon at http://bit.ly/PYL-Amazon, or you can go to https://www.pilotingyourlife.com/ to choose your preferred format and retailer and see other goodies.
Stephanie can be reached through her website https://sammonswealth.com/or https://lgbtqmidlifemoney.com/.
You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com. Terri blogs a variety of topics on Medium at https://medium.com/terri-hanson-mead.
Terri would love to hear from you via email at [email protected].