Elizabeth Ayoola
π€ SpeakerAppearances Over Time
Podcast Appearances
Maybe you were planning to take a big vacation later this year, but now you're pulling back to focus on saving, for instance. Or maybe you're moving up your timeline to buy a car. So, Elizabeth, where do you stand with your financial goals for the year?
Maybe you were planning to take a big vacation later this year, but now you're pulling back to focus on saving, for instance. Or maybe you're moving up your timeline to buy a car. So, Elizabeth, where do you stand with your financial goals for the year?
See, this is why we get along. I'm also focused on the long-term strategy when it comes to my investing. Things might be scary now, but this is the price of investing. And I still have many years until I need the money in my brokerage account or 401k. So I'm keeping my regular monthly contributions going. My big goal this year is funding my wedding and honeymoon.
See, this is why we get along. I'm also focused on the long-term strategy when it comes to my investing. Things might be scary now, but this is the price of investing. And I still have many years until I need the money in my brokerage account or 401k. So I'm keeping my regular monthly contributions going. My big goal this year is funding my wedding and honeymoon.
See, this is why we get along. I'm also focused on the long-term strategy when it comes to my investing. Things might be scary now, but this is the price of investing. And I still have many years until I need the money in my brokerage account or 401k. So I'm keeping my regular monthly contributions going. My big goal this year is funding my wedding and honeymoon.
So I'm going to be allocating an even greater percentage of my direct deposits into my wedding fund now that I'm about six months from the big day.
So I'm going to be allocating an even greater percentage of my direct deposits into my wedding fund now that I'm about six months from the big day.
So I'm going to be allocating an even greater percentage of my direct deposits into my wedding fund now that I'm about six months from the big day.
Sometimes fear of death is a good motivator, Elizabeth. It is. And I know estate planning has many moving parts, but you can start by ensuring that your documents are up to date, assuming you have them. That includes your will, powers of attorney, advanced directives, or trust documents.
Sometimes fear of death is a good motivator, Elizabeth. It is. And I know estate planning has many moving parts, but you can start by ensuring that your documents are up to date, assuming you have them. That includes your will, powers of attorney, advanced directives, or trust documents.
Sometimes fear of death is a good motivator, Elizabeth. It is. And I know estate planning has many moving parts, but you can start by ensuring that your documents are up to date, assuming you have them. That includes your will, powers of attorney, advanced directives, or trust documents.
As a quick refresher for those who haven't done any estate planning yet, it doesn't have to cost a lot of money. Our nerds have put together an estate planning checklist that we'll link to in the episode description. And there are online platforms like Rocket Lawyer that offer templates that you can fill out, print, and get notarized if needed.
As a quick refresher for those who haven't done any estate planning yet, it doesn't have to cost a lot of money. Our nerds have put together an estate planning checklist that we'll link to in the episode description. And there are online platforms like Rocket Lawyer that offer templates that you can fill out, print, and get notarized if needed.
As a quick refresher for those who haven't done any estate planning yet, it doesn't have to cost a lot of money. Our nerds have put together an estate planning checklist that we'll link to in the episode description. And there are online platforms like Rocket Lawyer that offer templates that you can fill out, print, and get notarized if needed.
If you have a complicated estate, you can hire a professional, and that could cost anywhere from hundreds to thousands of dollars.
If you have a complicated estate, you can hire a professional, and that could cost anywhere from hundreds to thousands of dollars.
If you have a complicated estate, you can hire a professional, and that could cost anywhere from hundreds to thousands of dollars.
I do have an estate plan, but I'm due to revisit it. I haven't looked over my will in a few years. And since then, my financial situation has evolved. And as I mentioned before, I'm getting married later this year. So now is a good time to make sure that the plans I have set in place are still what I want.
I do have an estate plan, but I'm due to revisit it. I haven't looked over my will in a few years. And since then, my financial situation has evolved. And as I mentioned before, I'm getting married later this year. So now is a good time to make sure that the plans I have set in place are still what I want.
I do have an estate plan, but I'm due to revisit it. I haven't looked over my will in a few years. And since then, my financial situation has evolved. And as I mentioned before, I'm getting married later this year. So now is a good time to make sure that the plans I have set in place are still what I want.