If You Listen To 1 Podcast This Year About Money Make It This One! 

Sue is joined by financial coach Patti Handy, who shares her expertise on achieving financial confidence and peace of mind, especially for women going through life changes like divorce or widowhood. Patti discusses the importance of understanding and managing money, addressing limiting beliefs around wealth, and the mechanics of investing. She emphasises the significance of setting financial goals, tracking expenses, and being proactive in financial decision-making.

Patti's coaching approach involves a blend of financial guidance and life coaching to empower individuals to take control of their finances. You can connect with Patti through her website for more resources and a complimentary consultation!

KEY TAKEAWAYS

• Patti specialises in helping women achieve financial confidence and peace of mind, especially those who are divorced or widowed.
• Patti stresses the importance of addressing limiting beliefs around money and understanding that money can be a tool for security, freedom, and generosity.
• There are different types of funds like mutual funds, ETFs, and index funds, and the importance of understanding expense ratios and performance is crucial.
• Have regular money dates with your partner to discuss finances openly and comfortably, ensuring both parties are on the same page.

BEST MOMENTS

"I always say that if you can't teach this to a fourth grader, if you can't learn it well enough and comfortable enough to teach it to a fourth grader, you probably shouldn't be investing in it yourself." 

"I don't know everything about everything in the financial world. I just don't. And I am OK with asking the questions when I don't understand something." 

"No one cares more about your money than you do. You need to be okay with saying, I don't know what you just said, say it different."

"I don't like the term free money. But if you look at some of that math, especially if you're like in the 20s, and you're just starting out at a college, oh, my goodness." 

VALUABLE RESOURCES

Patti Handy - https://www.pattihandy.com/

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I’m a successful career mum turned entrepreneur (soon to be author..) and speaker. 

I was one of a few corporate women in tech who was successful to reach a level before hitting my head firmly on the glass ceiling. All while I was constantly having to choose between my kids and my career.  I was burnt out, overwhelmed and unfulfilled.

I wasn’t living, I was surviving and this outdated corporate career path wasn’t serving anyone. 

I took everything I learnt about systems, data and technology and created my first online business empowering leaders through training, webinars and coaching. Before finally accepting my calling to help others escape the outdated 9-5 and create a business that works for their life. Leveraging mindset and technology.