Ep 61 Strategies For Making Major Purchases

Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers

In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home.

Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, and being aware of market conditions.

00:00 Introduction to Navigating Large Purchases

00:14 Defining a Large Purchase

01:07 Personal Story: Moving Closer to Family

02:23 Setting Criteria for the New Home

03:49 The Search Begins: Online and Physical

04:44 Challenges and Adjustments in the Search

09:30 Financial Considerations and Budgeting

11:10 Making the Offer and Final Decisions

16:01 Lessons Learned and Final Thoughts

16:59 Upcoming Episodes and Final Remarks

June's Special Offer - Complimentary Financial Foundations Intensives. Click HERE to read more and schedule your free call to reserve a spot before they're gone. Be sure to mention JUNE when you get on the call.
Connect with me on Instagram to share your thoughts and ask questions @elevatefinances https://www.instagram.com/elevate_finances/

Be sure to join my newsletter for insights on growing wealth, behind-the-scenes musings, and opportunities to contribute to future episodes. You will receive the most updated podcast listening guide released each quarter. https://elevatefinancesllc.myflodesk.com/podcast

Are you looking for 1:1 support with your finances? Schedule your free Budget Break Thru Session to learn more about what coaching can look like for you. https://bit.ly/chatwithdalenehiggins

Submit your questions here!

💜 Schedule your complimentary Retirement Vision Session
✅ Download your Retirement Readiness Checklist today!
🎧 Join the private podcast party in The Retirement Vault