Episode 19: 5 Key Habits for Wealth Building

Today, I'm excited to share with you five key habits for wealth building that have personally transformed my financial life. Despite growing up in a family of addicts and not being primed for financial success, I underwent a huge life transformation that impacted all areas of my life, including my finances. By studying myself and the shift that occurred for me, I've developed these five habits that I believe anyone can implement to achieve wealth-building and financial freedom. So, let's dive in!

Key highlights

[00:00:00] Holistic Money Podcast intro

[00:01:00] Introduction to today’s topic: Five key habits for wealth-building

[00:03:16] #1: Change your Environment

[00:06:10] My first job as a financial advisor

[00:09:21] #2: Stop thinking day-to-day and start thinking bigger

[00:12:09] #3: Stop mindless spending

[00:12:13] A practical example of one of my clients and her spending habits

[00:16:33] #4: Set up your money map

[00:19:17] #5: Quarterly money dates

[00:21:27] My live money date

[00:24:11] Holistic Money Podcast outro

Notable Quotes

  • If the company you keep spends time lamenting about their finances, pointing fingers at their boss, and blaming external factors for their lack of money, it's a sign that they don't have a wealth-building mindset. Hanging around such people won't help you develop the habits and mindset necessary to build your own wealth.

  • You need to shift your thinking from short-term to long-term to achieve your financial goals. Stop thinking in terms of day-to-day or month-to-month expenses, and start thinking about what you really want in life. When you have a clear goal, you'll be motivated to make the necessary changes to achieve it.

  • Money mapping is effective because it's integrated into your daily finances. It's automated, so the money you allocate to specific goals goes directly into the designated account. This ensures that you always make decisions from a higher, more intentional perspective.

  • Money dates are great! They help me stay on track with my financial goals and maintain a consistent connection with my finances. Quarterly dates give me a manageable chunk of time to focus on where I want my money to go and what I want to achieve in the next three months.

    Join my live money date! For $39, you'll get a four-step process and a cute workbook, leaving you feeling motivated with a clear plan for your financial goals. Bring your partner too! The event is on April 15th, from 10:00 AM to 12:00 PM. Sign up on my website at Holistic Money or Instagram. Most profitable money date ever!

Resources

Listen on Apple Podcast

Start your “No Budget” Money Plan

Learn more about our signature Program: Holistic Money Program

Connect with Whitney:

LinkedIn: LinkedIn 

Instagram: @holisticmoney  

Email: Info@holistic-money.com

Previous
Previous

Episode 20: Money is the Root of All Good with Lisa Michelle Zega

Next
Next

Episode 18: Money and Emotions with Annabelle Dura