Episode 234: Going Beyond Budgeting to True Financial Freedom

You don’t need to budget to get ahead financially, you just need to change the way you think about money.

 

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Lisa Chastain, Money Coach, Mentor, and Unshakeable Optimist, who shares her journey from a single mom struggling in a tough spot to building a six-figure business in just 10 months. Lisa talks about how emotions drive money decisions and why addressing your unconscious beliefs around money is crucial for success. She explains why traditional budgeting doesn't work, offering a transformative approach to managing finances that starts with shifting your mindset, not restricting your spending.

 

Key Takeaways:

→ How addressing emotional beliefs about money is the first step to financial success.

→ Why financial habits are often rooted in childhood experiences.

→ How it’s important to uncover how early memories around money shape your decisions today.

→ How high net-worth individuals create and manage cash flow to allow for more freedom.

→ Why traditional budgeting restricts people and doesn’t lead to long-term wealth.

 

Lisa Chastain is a Personal Finance Coach with over 20 years of experience offering independent financial advice to executives, professionals, and business owners. She has been featured in Cosmopolitan, CNBC, NBC News, MSN Money, O – The Oprah Magazine, Fortune, Forbes, Business Insider, Business Newsweek, and Entrepreneur Magazine, and is one of Las Vegas Women Magazine’s people to watch. A best-selling author, Lisa is also the host of the Real Money radio show on VoiceAmerica, the second-largest online radio broadcaster in the nation, with over 3 million listeners. After burning through $100,000 and nearly going completely broke, Lisa was forced to reinvent herself. Her aspiration wasn’t to own a mansion or drive a Ferrari; she wanted simple things, like so many of the women she now works with, such as savings, retirement funds, and a secure future for her family. Put plainly, she didn’t want to have to stress about money any longer. In 2016, Lisa applied what she had learned and launched her business as a money coach, with a mission to help women manage their finances effectively without a budget, enabling them to live their best lives. She has now helped countless clients learn how to track their expenses without budgets, invest wisely, and make informed financial decisions, enabling them to escape the financial rollercoaster and achieve long-term stability.

 

Connect With Lisa:

 

Website: https://lisachastain.com/

Instagram: https://www.instagram.com/savvymoneywithlisa/

Facebook: https://www.facebook.com/savvymoneywithlisa

LinkedIn: https://www.linkedin.com/in/lisachastain/

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