Ep 59: Personal Training & Financial Planning

There are a lot of principles from the personal training and fitness world that we can apply to retirement planning. Let’s explore some similarities and learn how to increase our level of financial fitness.



How is your fitness? What about your financial fitness? We’ll share some key ways to improve your money muscles.

You probably can’t just read a book.

There are tons of books about exercise and nutrition, and while reading a book might bring awareness or knowledge, it’s different from learning through actual practice.

A book doesn’t force you to take action. Knowledge has to be combined with drive and determination. A trainer can’t create motivation where it doesn’t exist.

Goals are so important when it comes to fitness and financial planning.

You can try to do it on your own, but that’s not always a good idea.

Trying a new exercise on your own could lead to bad form, which may decrease the effectiveness of the exercise, or perhaps even cause more damage to your body than improvement.

Financial fitness is the same, and getting help can improve your form.

Certification matters, but it’s not the only thing.

Being a Certified Personal Trainer indicates a certain level of education and expertise. But you could easily end up with a trainer who is technically qualified, but not a good fit for you in terms of personality and approach.

You need to find a financial advisor who fits your needs as well.

Listen to the full episode or use the timestamps to jump to a specific section. Thanks for listening! We’ll be back for another show every other Thursday.

Today’s Rundown:

1:35 – Reading a book

3:29 – Partners

5:36 – Certification

7:07 – Goals

8:48 – Bad habits

10:11 – Journey


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