The 5 Best Money Moves We've Made in 2019

What money moves have we made so far this year?


One of the fun parts of being a financial planner is getting to
discuss some of the money moves we’ve made in our household
knowing clients and readers are going through similar things. In
these Work Your Wealth episodes I'll be taking time to address
how we approached the different money situations and the results
of our decisions. Today I'm talking about the 5 money moves we’ve
made so far in 2019.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


Some money moves we are facing in our family that are common
among clients too

Figuring out what to do once you’ve surpassed savings goals

Stop the over planning and constantly playing the “what if”
game

The importance of setting dollar amounts for your goals

A better way to approach your money goals

A different way to approach your charitable giving

Utilizing a donor advised fund for your charitable
contributions

The advantages of using a donor advised fund

The tax benefits through the use of a donor advised fund

Why we offloaded our tax projections to our CPA

Why you should lean on financial professionals when changes
arise

How to avoid underfunding and overspending

How to remove some of the guilt around spending money

What aligning your money with your goals can do for your life

The significance of writing out your ideal day, month and
year

Three questions to really evaluate what’s important to you

What is getting in your way of living the life you want or
love?

The biggest thing I want for you around your finances



LINKS WE MENTIONED ON THE SHOW:


Impact Assets Donor Advised Fund

Fidelity Charitable Donor Advised Fund

How to Manage Your Financial Anxiety Podcast

Shonda Rhimes Year of Yes



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