S2E6 2020-Free and 2020-Me

The Swan Effect - Creating and Sustaining Your Financial Wellbeing

The New Year heralds in episode 6 of Season 2 of the Swan Effect Podcast with Arthi and Malika, where they introduce the idea of '2020-FREE and 2020-ME'.
Simply explained it is about taking back control of our lives, particularly from a financial aspect, and making financial decisions that are truly aligned with our core values. Sounds daunting? Possibly exciting? Co-hosts Arthi and Malika hope its both!
In this latest episode Malika and Arthi discuss:

• Taking back control of our lives by prioritising our values around family and personal well-being.
• The 'mental retreat' trend that was amplified in 2022 (commonly now known as quiet quitting), why it's actually happened and how to deal with this.
• Tips on relieving financial stress even if you don't have all the extra money
• The Moneyverse and how can you create one with different asset types and 'positive liabilities'.
• Aligning your Vision, Values and Goals.
• Closing the gap between savings and goals by understanding your reality and your options available.
• The Pay Yourself First strategy.
• Dealing with multiple goals that intersect,

And so much more!

Remember: “if the plan isn't working, adjust the plan not the goal.”
Take a listen to the episode to hear more of these nuggets of simple, practical advice.

We would love to hear your views based on the concepts covered in this episode.

Do rate, write a review, and share with others.

This episode is proudly sponsored by Old Mutual Wealth.

Chapter

1. Advertisement: Old Mutual Wealth (00:00:00)

2. Introduction (00:01:07)

3. About Arthi Rabikrisson & Malika Peterson (00:01:46)

4. Welcome Listeners! (00:02:54)

5. Happy 2020Free (00:03:12)

6. Taking Back The Control Of Your Life (00:03:56)

7. Quiet Quitting Or A Mental Retreat (00:04:30)

8. Janu-worry (00:08:38)

9. How Do I Release Stress, Without The Abundance Of Funds (00:09:12)

10. 2020 Free 2020 Me (00:10:25)

11. Creating Your Moneyverse (00:10:50)

12. How To Achieve Your Financial Goal While Still Keeping Your Values In Mind (00:12:00)

13. Financial Freedom As The Goal (00:13:20)

14. Align Your Vision, Values & Goal (00:14:39)

15. What Are The Options To Build Your Moneyverse (00:18:36)

16. What Is An Asset (00:18:45)

17. Liability In Your Moneyverse (00:20:31)

18. Putting Together The Plan (00:22:13)

19. What If You Have More Than One Goal (00:25:09)

20. Thank You! (00:27:08)

21. Malika's & Arthi's Parting Shot (00:27:34)

22. Swanning Out For Now (00:29:50)