Preview Mode Links will not work in preview mode

Doing It Different


Jul 6, 2021

Episode Summary:

Today's episode is a replay of one of our most downloaded episodes yet and one of my favorites. Listen in and start taking control of your personal finances...

40% of American’s can’t afford a $400 emergency. That’s a crisis if I’ve ever heard one. Let's talk about building long-term wealth.

If you’re like me, at one point in your life you’ve probably completely ignored your personal finances. Whether you let your partner handle all the finances for your family or you feel like you don’t understand the financial space enough to step up and take responsibility for your own money, this episode will help you feel more empowered about your finances.

My husband Austin and I are joined by our good friend Allegra Moet Brantly, Founder of Factora, a company on a mission to help 1 million women build $1 million in net worth. In this episode, we talk about personal finances, establishing a financial foundation, and building long-term wealth.

UPDATE: Allegra is hosting a free investing course on July 14th, 2021.  Click Here for details. 

Highlights:

  • 18:24 Ditching a traditional budget and getting started with values-based spending
  • 31:10 The three types of asset classes to invest in
  • 42:41 How to automate your personal finances and the system Austin and I use for our own automation
  • 52:35 The difference between Traditional IRAs, Roth IRAs and 401k’s and how to decide what’s right for you
  • 1:00:53 How to tackle your credit card and student loan debt
  •  

 

Guest: Allegra Moet Brantly

Resources We Mention: 

Related Episodes: 

Health Resources

Connect With Carly: 

Complete Show Notes Here