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Making Cash Flow Fun with Sunny Wishart, CFP
Manage episode 385287501 series 3530695
Вміст надано Galen Nuttall. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Galen Nuttall або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
What relationship do you have with the longest ‘four letter word’ in financial planning? Of course, I’m talking about ‘budgeting’.
I had never done an episode about cash flow, and when I met Sunny, I realized she is the perfect person for this episode, because she makes it fun.
Sunny is a zero-judgement financial planner who rolls up her sleeves and digs deep into real money talk. In this episode Sunny and I talk about how to look at cash flow and budgeting without getting bogged down by shame and judgement.
We also talked about a common catch-22 in planning, where many people feel like they can’t start a plan until they have a budget they can stick to.
Sunny and I talked about how to overcome that and keep it from being a limitation from creating a plan that will work for you.
We found amazing common ground on a concept many of my own clients follow, which is called ‘reverse budgeting’.
We also talk about why cash flow is a cornerstone of every good plan.
Tune in to see what approach works best for you.
To learn more about Sunny, check out her work at:
https://www.alacartefinancial.ca/
If you have any questions for Sunny directly, you can reach her at:
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