Midlife Money Matters: Financial Health, Mindset, and Investing

In this episode, we explore the financial challenges and opportunities that arise in our 40s and beyond. Finance expert Sherwin shares the importance of cultivating a positive money mindset, offering smart investment strategies tailored to midlife, along with practical tips and inspiring insights. Tune in for the tools you need to make confident, informed decisions about your financial future.

Timestamps:
00:00 Intro
04:22 Our meryenda
05:26 Financial Stages of Life
13:46 Ideal household income and usual expenses
19:46 Budgeting with the right mindset
25:11 Automating your savings
29:12 Importance of goal setting (Ex. emergency fund)
34:05 How to budget or spend your Christmas bonus
42:01 Investments and your risk appetite
55:01 Good debt vs Bad debt
1:05:45 Finance trackers
1:13:06 Saving for retirement
1:16:38 Growing our income
1:22:27 Our tipid tips

Mentions:
Pag-ibig MP2:
https://www.pagibigfund.gov.ph/Member...

Money Manager app:
https://www.realbyteapps.com/#

Gcash:
https://new.gcash.com/

Connect with us:
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Music by Arrigo Martelli    / @arrigomartelli  

For feedback and/or topic suggestions, email us at [email protected]⁠.

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