In this episode, Julian discusses the difference between a financial coach and a financial advisor. A financial advisor focuses on investments and overall financial planning, while a financial coach helps with money behaviors and budgeting. Julian shares her personal experience of paying off debt and the importance of having a coach to provide guidance and support. She emphasizes the need to make a change and unlock the potential to see your financial situation differently. Julian encourages listeners to eliminate debt before seeking advice from a financial advisor. The episode concludes with a reminder to take steps toward financial independence and rebel against debt.

Takeaways

• A financial coach focuses on money behaviors and budgeting, while a financial advisor focuses on investments and overall financial planning.

• Having a coach can provide guidance and support in paying off debt and making financial changes.

• It is important to unlock the potential to see your financial situation differently and make a change.

• Eliminating debt before seeking advice from a financial advisor can set you up for success in achieving financial goals.

• Taking steps towards financial independence is a rebellion against debt.

Chapters

00:00 Introduction and Overview

01:01 Understanding the Difference: Financial Coach vs. Financial Advisor

03:36 The Role of a Financial Coach in Your Financial Journey

04:26 Unlocking Your Potential with a Financial Coach

09:01 Taking Steps Towards Financial Independence

09:51 Conclusion: Fight Against Debt

FREE RESOURCES:

Join the Debt Rebel Facebook Community: www.facebook.com/groups/jewlzthebudgetnerd

Build a Better Budget with the FREE 5-Day Challenge: www.jewlzthebudgetnerd.com

For more info on financial coaching services, visit jewlzthebudgetnerd.com.

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Disclaimer:

The information provided on this podcast is for informational and educational purposes only and does not constitute financial, investment, or other professional advice. The views expressed are those of the host and guests and are based on our own experiences. Always seek the advice of a qualified financial advisor or other professional with any questions you may have regarding your financial situation. Neither the podcast nor its host assumes any liability for any financial decisions or actions taken by the listener based on the information provided.