Julia Carpenter

speaker

3,850 appearances 71 recordings 1 series first heard Oct 2019 last heard Sep 2024

Julia Carpenter’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

No recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.

Appearances

newest first · ▶ plays the moment

WSJ Your Money Briefing · Knowing Your Numbers Can Lead You to Financial Freedom · 7 Jan 2024 podcast

And then when you actually look at all of these things together and put them into the bigger picture – voice-verified

It's not as terrifying as that. voice-verified

Or maybe there is like a little bit of a wake up moment, but then you can do something about it and it doesn't feel as overwhelming. voice-verified

And it sounds like a lot. voice-verified

We literally give you a form and a little checklist to do it so it doesn't sound like a lot. voice-verified

But when you're doing it, you're able to see where your perception is faulty and where your perception is spot on. voice-verified

So you might think, OK, I put a little bit of money away in that random investing account I opened. voice-verified

Every now and then I'll deduct some money for my checking account, but it's not that much. voice-verified

And then when you're actually looking at it, you're able to understand where your blind spots are. voice-verified

One of the buckets I immediately think of is like a savings goal. voice-verified

And we talk about this a lot in the book, saving for a particular goal or saving for a purpose. voice-verified

But I'm thinking about the different buckets you have with savings, like saving for retirement is in your 401k. voice-verified

Maybe it's in your IRA. voice-verified

It's a whole other thing. voice-verified

category of savings than the savings you have for emergencies or the savings you have for vacation. voice-verified

So allowing that separation, not just glomming it all together and saying, yeah, yeah, yeah, I'm good on savings. voice-verified

I save a lot. voice-verified

Then gives you what we're sort of talking about, which is that clear eyedness and also the path forward. voice-verified

Once you know what those numbers are, you can do something about them. voice-verified

You can say, OK, wow, I'm saving a lot in retirement and I am saving for that vacation, but it's not anywhere near where I want it to be. voice-verified

Showing 461–480 of 3,850 · page 24 of 193