S2E6 2020-Free and 2020-Me

The Swan Effect - Creating and Sustaining Your Financial Wellbeing

Feb 1 2023 • 30 mins

The New Year heralds in episode 6 of Season 2 of the Swan Effect Podcast with Arthi and Malika, where they introduce the idea of '2020-FREE and 2020-ME'.
Simply explained it is about taking back  control of our lives, particularly from a financial aspect,  and making financial decisions that are truly aligned with our core values.  Sounds daunting? Possibly exciting? Co-hosts Arthi and Malika hope its both!

In this latest episode Malika and Arthi discuss:

  • Taking back control of our lives by prioritising our values around family and personal well-being.
  • The 'mental retreat' trend that was amplified in 2022 (commonly now known as quiet quitting), why it's actually happened and how to deal with this.
  • Tips on relieving financial stress even if you don't have all the extra money
  • The Moneyverse and how can you create one with different asset types and 'positive liabilities'.
  • Aligning your Vision, Values and Goals.
  • Closing the gap between savings and goals by understanding your reality and your options available.
  • The Pay Yourself First strategy.
  • Dealing with multiple goals that intersect,

And so much more!

Remember:if the plan isn't working, adjust the plan not the goal.”

Take a listen to the episode to hear more of these nuggets of simple, practical advice.

We would love to hear your views based on the concepts covered in this episode.

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This episode is proudly sponsored by Old Mutual Wealth.