The Most Important Thing You Can Do For Your Financial Plan
Description
James challenges the idea that financial security comes from always having more—more savings, more income, more investments. Studies show that no matter how much people have, they often feel like they need twice as much to feel secure. That mindset can make fulfillment feel just out of reach.
Instead, James asks: What’s one thing you could do or buy to make this year special? He shares stories like a couple who used an unexpected windfall to buy a boat—not as an investment, but to create years of unforgettable memories.
The takeaway? Money isn’t the goal—it’s the tool that helps you build a life that feels rich in the ways that matter most.
Questions answered:
1. Why do people always feel like they need more money to feel wealthy?
2. How can I use my money to create a more meaningful life?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - A question and some statistics
3:07 - Steph's answer
6:00 - Other answers
8:01 - An exercise
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United States
