EP 19: When Goals Don't Go as Planned: The 3 Financial Priorities That Actually Matter

EP 19: When Goals Don't Go as Planned: The 3 Financial Priorities That Actually Matter

Marianne Agudo hosts 'The Unpacked and Empowered Finances' podcast, in which she simplifies financial management and personal development. In this episode, Marianne discusses why attempting to tackle all financial goals at once can lead to stagnation and overwhelm. She introduces the 'priority pyramid' to help listeners focus on one financial goal at a time, starting with cash flow, moving to protection, and finally growth and investing. Marianne emphasizes the importance of clarity and strategic focus to create momentum and confidence in financial planning. She encourages listeners to adjust their strategies when goals aren't met, viewing setbacks as opportunities for better decision-making.

00:00 Introduction to The Unpacked and Empowered Finances

00:22 The Challenge of Financial Goals

01:45 Understanding the Priority Pyramid

03:48 Practical Steps to Financial Focus

04:42 Conclusion and Next Steps

Watch the Episode on The Pyramid of Financial Priorities

Follow Marianne on Instagram @marianneagudo.podcast

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Episoder(42)

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Money Stories: Why Your Childhood Beliefs Are Costing You Thousands in Growth | EP 29

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15 Jul 3min

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19 Jun 29min

Understanding Financial Planning: Tax System, Accounts, and Insurance with 16-Year Advisor Jeff Scammell | EP 25

Understanding Financial Planning: Tax System, Accounts, and Insurance with 16-Year Advisor Jeff Scammell | EP 25

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5 Jun 23min

5 Financial Foundations Rooted in Faith | EP 24

5 Financial Foundations Rooted in Faith | EP 24

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16 Mai 13min

What Happens If You Can't Work? The Truth About Disability Insurance in Canada

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In this episode of Unpacked and Empowered Finances, we break down one of the most overlooked areas of financial planning: disability insurance. Most families in New Brunswick and across Canada assume ...

7 Mai 12min

Stop Comparing, Start Thriving: A Newcomer's Guide to Building a Life in Canada | EP 22

Stop Comparing, Start Thriving: A Newcomer's Guide to Building a Life in Canada | EP 22

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24 Apr 29min

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