In this episode of Smashing the Plateau, host David Shriner-Cahn speaks with money coach Mikelann Valterra about the importance of financial planning and creating a spending plan. Mikelann discusses her background in economics and psychology, and how she became a money coach after discovering the field of financial psychology. She explains that a money coach focuses on both the practical and emotional aspects of managing money and differs from financial planners and credit counselors.

The conversation turns to the topic of spending plans and how they can help individuals manage their finances and reach their goals. Mikelann shares some practical tips for creating a spending plan, including setting clear financial goals, tracking spending, and building in flexibility. She emphasizes the importance of emotional intelligence in financial planning, and how it can help individuals overcome obstacles and design the life they want.

In conclusion, Mikelann encourages listeners to take control of their finances and create a spending plan that works for them. She emphasizes the importance of financial planning in achieving personal and financial goals and living a fulfilling life.

• Introduction to Mikelann Valterra, expert in the field of financial psychology and money coaching.
• Mikelann discusses her background in economics and psychology, and how she became a money coach.
• David asks Mikelann to explain what a money coach is and how they differ from financial planners and credit counselors.
• Mikelann talks about the importance of emotional intelligence in financial planning and how it can help individuals design the life they want.
• The discussion turns to the topic of spending plans and how they can help individuals manage their finances and reach their goals.
• Mikelann shares some practical tips for creating a spending plan and sticking to it.
• The conversation wraps up with some final thoughts from Mikelann on the importance of financial planning and how it can help individuals live a more fulfilling life.

Learn more about Mikelann here:

https://seattle-money-coach.mykajabi.com/how-to-stop-stress-about-money-create-life-you-love

https://www.instagram.com/seattlemoneycoach/

https://www.facebook.com/MikelannSeattleMoneyCoach

https://www.linkedin.com/in/mikelannvalterra/

https://twitter.com/Mikelann

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