Episode 139: Becoming Financially Literate About Investing

Episode 139: Becoming Financially Literate About Investing

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When pursuing balance in every area of your life, you need to take a hard look at your finances. For some, sticking to a budget or saving for something special is all it will take to bring a bit more balance to that area. For others, they are looking to take their finances beyond budgeting. If you are one of those families that is ready to start investing, this episode is for you! My guest today is Susan Jeanach from Modern Suzy. She has some principles and tools that any family can start using to bring up their financial literacy about investing! 

About our guest

Susan has a degree in marketing, but she has worked in finance at an investment brokerage for five years. She made the difficult choice to leave the industry after the birth of her child, due to the inflexible nature of finance. Working now on a freelance basis and as a successful blogger, Susan uses her experience and expertise to motivate and empower women to look deeply at their financial situation. She is creating resources that women can use to become financially literate in an easily accessible way. Susan is also a part of the Women Rock Money Movement, frequently collaborating with other women in the financial space. 

Susan starts out this week by giving us a realistic picture of what an investment portfolio is, and that it takes time to build. She will help you understand risk, and why too little and too much risk are both bad things. 

Taking a risk assessment online will help you understand your own personal risk tolerance.

— Susan Jeanach

Tips shared on the show 

  1. Understand Your Risk Tolerance for Investing.

  2. Learn About Investment Opportunities Within That Tolerance First.

  3. Select Companies that Align With Your Values

When we talk about money, we tend to get overwhelmed with investing. Susan makes these topics extremely accessible, and easy enough even for a novice like me to understand. Take some of these tools and put them into action. Ask God what He is calling you to do with your finances, and in faith take practical steps towards improving your investments. 

Learn more about our guest

Modern Suzy

 

 

 

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Episode 132: Abundant Living Through Purposeful Financial Intentions

Episode 132: Abundant Living Through Purposeful Financial Intentions

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Talking about your finances is never fun, but it is such an important part of living a balanced and intentional life. While everyone will have a different financial situation, I think you are going to find that today’s interview is incredibly helpful for actually acting on your intentions for your finances. After all, money is just another tool you can use to reach your goals! 

about our guest

My guest today is Sami Womack. Sami is the budgeting coach + motivational speaker behind A Sunny Side Up Life. Her passion is inspiring women to live abundant lives through budgeting, intentional living, and positive thinking.

Sami is the wife of her high school sweetheart, Daniel, and a homeschooling mom to their three daughters. This family used to be living paycheck-to-paycheck + drowning in $490,000 worth of debt, but after they hit rock bottom everything changed!

To fully live your purpose, you have to get your finances right.

— Sami Womack

tips shared on the show

Now that Sami has been able to gain financial freedom for her own family, she wants to help your family do the same! Today, she is going to bring her positive attitude and practical advice to get you on your way to a balanced financial life. Just like everything in life, a healthy mindset and an open heart are essential for peace. I know you are going to get so much out of this conversation. Sami knows how to help you look on the bright side! 

action items from the show

Sami’s Tips for Creating a Budget: 

  1. Address your behaviors that got you here in the first place.

  2. Track your spending.

  3. Organize your budget.

  4. Stay motivated throughout your journey.

  5. Stay Connected with Like-Minded People

Make sure you stick around to hear about Sami’s amazing, life-changing course for money management. 

learn more about our guest

Sami’s Website

Sami on Instagram

Sami on YouTube

Sami on Facebook

Sami’s Facebook Community

Sami on Pinterest

Click Here To Get $10 off the Sunny Money Method Course

learn more

LifeBalanceMembership.com

 

 

AWESOME NEWS! WE HAVE LAUNCHED OUR VERY OWN OFFICIAL APP. DOWNLOAD NOW!