Your Investment Partners With Paul & Garrett

Your Investment Partners With Paul & Garrett


EP.36 - Reducing Money Stress: A Guide to Financial Well-being

February 20, 2024

This episode with Paul and Garrett tackles the pervasive issue of financial stress, offering listeners practical strategies to foster a healthier relationship with money. They discuss the importance of viewing money as a tool, the benefits of a saver's mindset, the critical role of an emergency fund, and how aligning investments with long-term goals can ease financial worries. The discussion also covers the necessity of regular portfolio reviews to adapt to life's changes, aiming to provide listeners with a blueprint for financial peace of mind.


Key Points From This Episode


  • Emphasizing money's role in achieving goals rather than defining self-worth
  • The importance of living below one's means and saving diligently
  • The first step in building a financial safety net
  • How strategic planning can mitigate financial stress
  • Continuous learning as a tool for empowerment
  •  Strategies for effective debt reduction and management
  • The need for periodic adjustments to reflect changing life circumstances


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Useful Links


Garrett on LinkedIn

Paul on LinkedIn

Ascend Investment Partners