Jamie Bosse

speaker

305 appearances 1 recordings 1 series first heard Jul 2025 last heard Jul 2025

Jamie Bosse’s voice in public audio — every appearance, attributed to the second.

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Becoming The Wealthy You | How to Save Money, Stop Overspending, Get Out of Debt, Budgeting & Personal Finance for Women · 132. Everything You Need to Know About Certified Financial Planners—With CFP and Author Jamie Bosse · 1 Jul 2025 podcast

I think if you bring it back to the value of, well, why did we save this money in the first place?

And we wanted to create experiences with our family or whatever it is.

And then

OK, now let's do it.

Let's put it into action.

And so some of my follow up with people is making sure they book the flight, making sure they go on the vacation because that's living well today and enjoying your money now is important, too.

Yeah.

And I think another thing that I like to remind clients of is that they're in a different place now than they were like when they started with me.

Right.

So maybe that we've been working together for three years.

And back then the goal was build that emergency fund safe.

And that was the main goal and the main thing they were working towards.

Maybe now that's not who they are anymore, right?

Like they're past that point.

And so now the question is, what's possible now?

Because now I'm a different person than I was when I started this journey.

So recognizing that they're going to change along the way and there's more opportunity to do things with what you've built now.

So I think reevaluating every few years, let's look at those goals again.

We've already built the emergency fund.

How are we going to help you flourish and have a great life now that you're set up to weather those storms?

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