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Stephani MacKenzie's Journey PART 1: From Debt Struggles to Financial Freedom

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Manage episode 364707675 series 3467946
Content provided by Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join host Dawn Dahlby in the first installment of this 2-Part series as she provides live financial advice to the relatable and determined Stephani MacKenzie, who seeks to overcome personal and financial obstacles to achieve her goals and build wealth.

In this 2-part series, you will:

  • Grasp the fundamentals of debt management, including consolidation and refinancing, for a solid financial foundation.
  • Crack the code on addressing tax bills, utilizing compromise tactics, and collaborating with the IRS.
  • Get ideas for developing an all-encompassing financial strategy with the aid of professional expertise.

The key moments in this episode are:

00:00:00 Introduction,

00:03:30 About Stephani MacKenzie,

00:09:35 Stephani's Financial Concerns and Goals,

00:14:35 Current Financial Situation,

00:19:21 Tax Bill and Bad Investment,

00:21:53 Mortgage and Monthly Payments,

00:25:01 Investments,

00:25:01 Payments schedule and write-offs,

00:28:19 Building Worth and Self-Esteem,

00:31:27 Writing Down Your CORE Values,

“We all have financial concerns. We all have financial issues, and we shouldn't be shameful of them. We just need to fix them and understand the best, most efficient way to move forward.” - Dawn Dahlby

Connect with me here:


  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 364707675 series 3467946
Content provided by Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join host Dawn Dahlby in the first installment of this 2-Part series as she provides live financial advice to the relatable and determined Stephani MacKenzie, who seeks to overcome personal and financial obstacles to achieve her goals and build wealth.

In this 2-part series, you will:

  • Grasp the fundamentals of debt management, including consolidation and refinancing, for a solid financial foundation.
  • Crack the code on addressing tax bills, utilizing compromise tactics, and collaborating with the IRS.
  • Get ideas for developing an all-encompassing financial strategy with the aid of professional expertise.

The key moments in this episode are:

00:00:00 Introduction,

00:03:30 About Stephani MacKenzie,

00:09:35 Stephani's Financial Concerns and Goals,

00:14:35 Current Financial Situation,

00:19:21 Tax Bill and Bad Investment,

00:21:53 Mortgage and Monthly Payments,

00:25:01 Investments,

00:25:01 Payments schedule and write-offs,

00:28:19 Building Worth and Self-Esteem,

00:31:27 Writing Down Your CORE Values,

“We all have financial concerns. We all have financial issues, and we shouldn't be shameful of them. We just need to fix them and understand the best, most efficient way to move forward.” - Dawn Dahlby

Connect with me here:


  continue reading

30 episodes

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