Show Notes
On today’s episode, we’re talking money, budgets, taxes, and getting to know your finances with Lisa Moraitis. If anyone can make the topic of finances less daunting and budgeting less boring, it’s Lisa.
She’s a Chartered Professional Accountant and partner at Zebroski and Associates, a mom of two incredible girls and an active volunteer in her community.
She’s got great advice to help you find clarity, confidence and even a little fun when tackling your finances. Lisa’s expertise isn’t just about balancing numbers; it’s about finding the balance between enjoying life and making smart financial choices.
In this episode, we discuss:
3:54 – Finding Financial Literacy at Any Age.
Lisa debunkis the myth that financial literacy has to be complicated. From educating yourself to her favourite book recommendation, Smart Couples Finish Rich, Lisa shows us how becoming more financially literate is easy. Plus, we chat about teaching your kids about money – because starting young is key to building healthy financial habits!
6:30 – Budgeting Bliss
No more boring budgets! Lisa is a budgeting enthusiast and has a simple formula: How much do you have, how much are you spending, and how much is left? Find out how to make budgets for life, vacations, and those big purchases. Lisa even shares her own easy-to-use budgeting template for all of us to use!
9:18 – Money and Bigger Life Changes
Life changes can be scary, but they don’t have to be financially chaotic. Lisa talks about navigating bigger financial challenges such as career changes, marital status shifts, and unexpected life changes.
28:36 – How an Accountant Can Be Your Financial BFF
Do you need an accountant? Learn how accountants can help you see the big picture, and guide you through various financial transitions.
What did you think of today’s episode? We want to hear from you!
Thank you so much for listening to the show. Here is how you can connect with us at This Is Perimenopause.
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