The Money Mindset Podcast

#94 Money Success Roadmap Stage 3

October 12th, 2022

Once you have your basic budget, saved $200 every month, identified your sinking funds, and worked on your mindset about those limiting beliefs about money, it's time to move on to the next stage.

Stage 3 is all about confidence. This is the stage at which you will begin to feel very confident in your mindset because you are moving past the overwhelm and feeling like you don't know what to do, which leads to confidence.

In today’s episode, we'll discuss making a plan for bigger purchases, ensuring that you are paying the correct amount of taxes, reviewing your insurance policies, and creating a one-year plan with SMART goals.

Hosting Today:
I'm Ashley Patrick, ex detective turned debt-free CEO of my very own business and stay at home mom of three. Not too long ago, my dreams of staying at home with my kids seemed impossible. I thought I'd have to stay miserable in a high stress demanding job, just so I could retire someday.

After gaining the confidence in my own ability to manage my family's finances and a simple step-by-step plan to make it happen, I was able to pay off $45,000 in just 17 months, which then allowed me to finally quit my job, stay at home with my kids, and build a debt-free business.

Now, my mission is to help moms like you conquer debt and free themselves from the mental load of handling their family's finances.

“You really do need to believe in yourself and believe in your ability to do this so that you can make that progress and keep doing what you need to do to move on to the next stage.”
- Ashley Patrick

00:30 - Money Plan Bootcamp promo
02:23 - Stage 3 of the Money Success Roadmap
04:38 - Making a plan for your bigger purchases
05:01 - Making sure that you are paying the correct amount of taxes
05:28 - Checking on your insurance policies
06:17 - Action items for Stage 3
07:51 - Determining your savings goals
09:19 - Stage 3 milestones
09:54 - Creating a one-year plan with SMART goals

Starting and sticking to a money plan doesn't need to be overwhelming! Join my Money Plan Bootcamp where I'll teach you the 5 key steps for creating a money plan you can actually stick to...for FREE!⁣⁣ Go to and register today!

And if you enjoyed the podcast today and got some great takeaways, I’d really appreciate it if you followed the Money Mindset Podcast so you don’t miss out on future episodes

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