The Money Mindset Podcast

#97 Money Success Roadmap Stage 6

October 17th, 2022

We're finally at the last stage of the Money Success Roadmap!

Stage 6 means financial freedom. This is your bigger vision for your life, what you want to do that you can't do because of debt. This is where you get to start building the life that you really truly want.

In this episode, we'll cover automating your savings, retirement, and investment accounts as well as figuring out an estate plan. Additionally, we'll discuss building a five-year plan for your new goals now that you’re debt-free!

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.

“Just have a goal, have a vision, because I want you to stay focused on that. It's so incredibly important to have a plan for your life and have a plan for your finances so that you can stay on track because it's so easy to get distracted”
- Ashley Patrick

00:57 - The last stage of the Money Success Roadmap
02:52 - You are debt free. Now what?
03:36 - Creating a plan for your new goals
07:55 - Stage 6 milestones
10:07 - Creating a new SMART goal for the next five years
14:55 - How to join the Money Plan Bootcamp

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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