Ep 154 | 3 Rules to Build Your Budget for Retirement
Description
I’ve tried every kind of budgeting and tracking system. Along the way, I discovered what truly worked for me and turned those lessons into the philosophies I now teach my clients.
In today’s episode, I’m sharing my personal budgeting journey, the mistakes I made, and the shifts that finally gave me clarity, control, and confidence. By the end of this conversation, you’ll see how a budget can be designed around you, your values, your priorities, and the retirement lifestyle you’re working toward.
What You’ll Learn in This Episode:
✅ The evolution of my budgeting journey (and why some methods didn’t last)
✅ Why “static but flexible” is the key to a budget that works long term.
✅ How I used budgeting to increase retirement savings little by little.
✅ Three core rules I teach clients to create sustainable budgets.
If you’re a GenXer who wants to get retirement ready with clarity and confidence, choose your next step:
→ Connect with me on Instagram @elevate_finances
→ Ask a question anytime on SpeakPipe
→ Take the Retirement Ready Quiz
→ Save your spot in the Retirement Ready Workshop
→ Book your free consultation to discover if coaching is right for you
Let’s make your retirement dreams possible starting today.
United States
