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Weekly Insights: 5 Ways To Spring Clean Your Finances

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Manage episode 408245974 series 3530823
Content provided by Saijal Patel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Saijal Patel 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.

Welcome to another edition of Strictly Money, Weekly Insights.

I’m going to share my five essential financial rejuvenation strategies, so you review, reset and refocus your way to prosperity.

From budgeting and credit card statement reviews to setting financial planning goals, optimizing investments, and securing your estate plan, I got you covered.

-------------------

Key moments:

00:00 - 01:49 Why should you care about Financial Planning

01:50 - 02:50 Change your Mindset, Review your Finances

02:54 - 04:17 Make your Financial Goals SMART

04:18 - 05:00 Apply simple Budgeting Strategies

05:15 - 07:20 Streamline your Credit Management

07:40 - 08:00 Enhance your Estate Planning with this Investment adivce

--------------------

Saijal Patel, CFA, is a former CNBC and BNN journalist and passionate financial wellness advocate. She's bringing Strictly Money directly to you via YouTube, Apple Podcasts, Spotify and where ever you get your podcasts.

Connect on LinkedIn: https://www.linkedin.com/company/saij-elle/

Follow on X: https://twitter.com/strictlymoneytv

Get in touch: https://saijelle.com/contact-us/

Join Saij Elle’s FREE Money Masterclass for Women: https://courses.saijelle.com/master-class/

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 408245974 series 3530823
Content provided by Saijal Patel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Saijal Patel 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.

Welcome to another edition of Strictly Money, Weekly Insights.

I’m going to share my five essential financial rejuvenation strategies, so you review, reset and refocus your way to prosperity.

From budgeting and credit card statement reviews to setting financial planning goals, optimizing investments, and securing your estate plan, I got you covered.

-------------------

Key moments:

00:00 - 01:49 Why should you care about Financial Planning

01:50 - 02:50 Change your Mindset, Review your Finances

02:54 - 04:17 Make your Financial Goals SMART

04:18 - 05:00 Apply simple Budgeting Strategies

05:15 - 07:20 Streamline your Credit Management

07:40 - 08:00 Enhance your Estate Planning with this Investment adivce

--------------------

Saijal Patel, CFA, is a former CNBC and BNN journalist and passionate financial wellness advocate. She's bringing Strictly Money directly to you via YouTube, Apple Podcasts, Spotify and where ever you get your podcasts.

Connect on LinkedIn: https://www.linkedin.com/company/saij-elle/

Follow on X: https://twitter.com/strictlymoneytv

Get in touch: https://saijelle.com/contact-us/

Join Saij Elle’s FREE Money Masterclass for Women: https://courses.saijelle.com/master-class/

  continue reading

43 episodes

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