About the Guest(s):
Kate Welker is a CERTIFIED FINANCIAL PLANNER™ and a recurring host on Money Roots, bringing a wealth of expertise in personal finance to the podcast. Her insights into financial planning and time management make her a valuable resource for individuals aiming to enhance their financial literacy and time efficiency.
Kerrie Beene is a CERTIFIED FINANCIAL PLANNER™ at Rooted Planning Group known for her practical approaches to simplifying personal finance. Her experience in helping clients streamline their financial lives provides listeners with actionable strategies to enhance their financial well-being.
Becky Eason is a CERTIFIED FINANCIAL PLANNER™ at Rooted Planning Group with a focus on integrating financial planning into everyday life. Her holistic approach to finance emphasizes finding balance, allowing individuals to manage their resources effectively without sacrificing personal time.
Episode Summary:
In this insightful episode of Money Roots, hosts Kate Welker, Kerrie Beene, and Becky Eason come together to discuss the innovative ways professional women are reclaiming their time through strategic outsourcing and effective financial planning. As busy professionals juggling family life and careers, they explore why time is an invaluable resource and sharing real-world examples from their personal and professional lives. This episode offers a practical guide to simplifying life with time-saving tips that cater to both financial management and everyday living.
The podcast delves into several effective strategies that women can adopt to manage their time better. Kate, Kerrie, and Becky focus on outsourcing tasks like grocery shopping via delivery services, hiring cleaning services, and even employing travel agents to handle detailed holiday planning. They discuss the mental health benefits of such strategies, allowing listeners to gain insight into how outsourcing not only buys time but reduces mental strain. The hosts share their own experiences and those of clients, providing an authentic look at the challenges and solutions busy women face today. Listeners are encouraged to consider these methods as investments in their well-being and productivity, highlighting the importance of a balanced lifestyle in personal finance.
Key Takeaways:
Outsourcing tasks like grocery shopping, house cleaning, and travel planning can reclaim valuable time and reduce mental load.
Services like curbside pickup and delivery, as mentioned by Becky Eason, help avoid impulse purchases while saving time.
Hiring deep cleaning services, as detailed by Kerrie Beene, is a non-negotiable investment that brings peace of mind and a tidy home environment.
Using a meal planning service can streamline the cooking process, offering both convenience and healthy eating options.
Considering higher tier solutions, such as hiring a personal assistant, can be incredibly beneficial for those with the means to do so.
Notable Quotes:
"When I'm watching TV in the evening, I just get on my phone, fill my cart and select a delivery time." - Becky Eason
"If my space is cluttered or not clean, it makes my mind feel chaotic." - Kerrie Beene
"Travel agents are actually having a very big resurgence because people want to travel and don't want to worry about the details." - Kate Welker
"I think part of buying time is you get time, but you also get some mental health." - Kate Welker
"Sometimes we talk about non-negotiables when discussing budgets with clients. Having cleaning services is a non-negotiable for me." - Kerrie Beene
Resources:
Rooted Planning Group: Connect with Rooted Planning Group for comprehensive financial planning services.
For anyone seeking to simplify their life while nurturing their financial knowledge, this episode of Money Roots is an essential listen. Tune in to gain impactful insights and subscribe for more enriching episodes.