Flight #81: Mastering Your Spending: Aligning Money with Values with Lisa Rosenthal

Are you struggling to gain control of your spending and align it with your true values? In this episode, we explore a complete mindset shift to improve how you think about money. Lisa Rosenthal, Chief Operating Officer at Leading Edge Financial Planning, joins us to discuss how spending can impact marriages, lead to mistakes, and incur opportunity costs—both financial and emotional.

Listen in as Lisa breaks down the importance of being intentional with your spending and introduces the concept of a spending plan rather than a strict budget. You’ll learn five strategies to align your spending with your mindset, how to align your money with your goals, and why the connection between money and emotional values is so deep. We’ll also explore how practicing gratitude can counteract the harmful effects of comparison, helping you find joy and clarity in your financial journey.

What You’ll Learn In Today’s Episode:

• Whether crypto should be in an investment portfolio.
• The importance of diversification in your portfolio. 
• How to align your spending with your goals. 
• How money and emotional values are connected. 
• The benefit of practicing gratitude.

Ideas Worth Sharing:

• “We don’t believe everyone needs to have a budget, but you need to have a framework and you need to know the math.” – Charlie Mattingly
• “Money and emotional values are deeply woven.” – Lisa Rosenthal
• “Comparison can be a really dangerous thing if you don’t have clarity on what your values are.” – Lisa Rosenthal

Resources In Today’s Episode:

• Charlie Mattingly: LinkedIn
• Lisa Rosenthal: LinkedIn
• I Will Teach You to Be Rich by Ramit Sethi

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