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Listen "#114: Securing Your Stable Finances: Jenni Bush Chats Financial Planning with Charlotte Watson"
Episode Synopsis
In this episode, Jenni Bush sits down with financial planning expert Charlotte Watson to discuss the importance of securing stable finances. Charlotte provides valuable insights and tips on how to create a financial plan that works for you and your individual needs.
The discussion covers a range of topics, including the importance of setting financial goals, managing debt, creating a budget, investing, and planning for retirement. Charlotte also emphasizes the significance of regularly reviewing and adjusting your financial plan to ensure that it remains aligned with your current financial situation and goals.
Throughout the conversation, Jenni and Charlotte share personal anecdotes and practical examples to illustrate key financial planning concepts. Listeners will walk away with a deeper understanding of the importance of securing their finances and practical tools and strategies for creating a stable financial future.
Tune in to this episode for expert financial planning advice and insights that can help you take control of your finances and secure your financial future.
Highlights
00:58 - Introduction of guest Charlotte Watson and her background in finance
02:35 - Discussion on the importance of having a financial plan and setting financial goals
06:15 - Tips for creating a budget and tracking expenses
10:12 - Charlotte's advice on how to prioritize saving and investing
13:45 - Discussion on managing debt and the impact it can have on financial stability
17:23 - The role of insurance in financial planning and how to choose the right coverage
20:52 - Charlotte's recommendations for long-term financial planning and retirement savings
24:00 - Advice for young adults just starting out in their financial journey
27:22 - Closing remarks and where to find Charlotte for more financial advice
Links
Find out more about Jenni Bush, join the Equestrian Business Support Network or get your FREE business planner at www.JenniBush.com/latest
Find out more about Charlotte Watson Financial Planning at https://www.instagram.com/cwfinancialplanning/
Transcript
The discussion covers a range of topics, including the importance of setting financial goals, managing debt, creating a budget, investing, and planning for retirement. Charlotte also emphasizes the significance of regularly reviewing and adjusting your financial plan to ensure that it remains aligned with your current financial situation and goals.
Throughout the conversation, Jenni and Charlotte share personal anecdotes and practical examples to illustrate key financial planning concepts. Listeners will walk away with a deeper understanding of the importance of securing their finances and practical tools and strategies for creating a stable financial future.
Tune in to this episode for expert financial planning advice and insights that can help you take control of your finances and secure your financial future.
Highlights
00:58 - Introduction of guest Charlotte Watson and her background in finance
02:35 - Discussion on the importance of having a financial plan and setting financial goals
06:15 - Tips for creating a budget and tracking expenses
10:12 - Charlotte's advice on how to prioritize saving and investing
13:45 - Discussion on managing debt and the impact it can have on financial stability
17:23 - The role of insurance in financial planning and how to choose the right coverage
20:52 - Charlotte's recommendations for long-term financial planning and retirement savings
24:00 - Advice for young adults just starting out in their financial journey
27:22 - Closing remarks and where to find Charlotte for more financial advice
Links
Find out more about Jenni Bush, join the Equestrian Business Support Network or get your FREE business planner at www.JenniBush.com/latest
Find out more about Charlotte Watson Financial Planning at https://www.instagram.com/cwfinancialplanning/
Transcript
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