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The Financial Purpose Podcast
Dale Shafer II, CFP®, CBEC®, APMA®
99 episodes
1 month ago
Straight talk about aligning your financial purpose to Business, Money, and Investing.
Show more...
Investing
Business
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All content for The Financial Purpose Podcast is the property of Dale Shafer II, CFP®, CBEC®, APMA® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Straight talk about aligning your financial purpose to Business, Money, and Investing.
Show more...
Investing
Business
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EP 97: Your 10-Minute Wealth Checkup: 5 Simple Steps to Financial Clarity
The Financial Purpose Podcast
35 minutes
2 months ago
EP 97: Your 10-Minute Wealth Checkup: 5 Simple Steps to Financial Clarity

In this episode of the Financial Purpose Podcast, host Dale Shafer shares a practical and fast way to get a snapshot of your financial health. Forget hours of spreadsheets, calculators, and jargon—this is a 10-minute wealth checkup you can do today. Dale walks you through five key areas to review—cashflow, emergency savings, debt, retirement contributions, and risk protection—offering a quick test, a helpful tip, and a next step for each. This simple process will help you uncover gaps, identify opportunities, and make sure your financial pulse is strong and steady.

The Financial Purpose Podcast
Straight talk about aligning your financial purpose to Business, Money, and Investing.