Michelle had been surfing Pinterest and came across an infographic on the different money milestones you “should” be hitting. In this episode we take a slightly irreverent look at these milestones.
You won’t be surprised to hear that we don’t entirely hold with the milestones set out. Because life simply isn’t linear, not everyone has children, we get married, divorced lose partners or stay single.
Much of this is personal, our take is to concentrate on the basics when you can and try not to compare yourself to others as we all have vastly different circumstances.
Insights:
Things we do agree with:
- Emergency fund
- Protect your income as young as possible
- Regularly review your spending plan
- Know when to get expert help
- Power of Attorney
YOUR HOSTS
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CAFE EXPERTS:
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Website
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
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