About this episode
Are You Spending Your Money on What Truly Matters? A few weeks ago, I challenged you to do the most important thing you can with your money this year—not Roth conversions, not optimizing Social Security, but something far more impactful: aligning your spending with what truly brings you joy. I asked you to write down one thing you've always wanted to do or buy but haven't, set a date to make it happen, and identify where the funds would come from. In today’s episode, I’m sharing some of the incredible responses I received—stories of travel, family experiences, and meaningful purchases that turned dreams into reality. These stories serve as a reminder: financial planning isn’t just about growing wealth; it’s about using it to create a life you love. If you haven’t already, take that step. Don’t wait for "someday." Let’s make sure we’re spending in a way that truly reflects what we value most. Questions answered: 1. Why is it important to align your spending with what you truly value? 2. How can you take action to ensure your money is being spent in a way that brings you joy? Submit your request to join James: On the Ready For Retirement podcast: Apply Here On a Retirement Makeover episode: Apply Here Timestamps: 0:00 - Reviewing the challenge 1:42 - Ice fishing and family trips 2:46 - Urgency 4:19 - Diving the Red Sea, family cruise 5:35 - Pets and optimizing travel plans 7:28 - Uncertainty and urgency 8:53 - Values, purpose, and happiness Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!