BHP85: Financial Planning for the Lifestyle You Want With Nicole Peterkin

Nicole Peterkin is a CERTIFIED FINANCIAL PLANNER™ and the CEO of Peterkin Financial where she provides ongoing financial planning, advice, and accountability to families. She believes great planning should be focused on achieving her client’s personal goals and desired lifestyle- not a number in the bank, and that investment management should be a very small piece of the overall financial planning puzzle. Nicky is a published author and speaker, and her first book, “If You Love Your Family, Save Like It” is her guide to modern money management for America.

We talk about why it’s important to set goals and invest in the lifestyle that you really want. Nicole shares how she found herself growing her business but not bringing home more money. She uses this experience to help entrepreneurs avoid this so they can grow their business and their bank account. Nicole gives us actionable tips for creating more wealth and investing in our future.

In this episode, you will learn
→ Why the lack of financial security is so common among small business owners- even those who have crossed into six and multiple six figures
→ Why the same financial plan doesn’t work for everyone
→ How to create goals and a strategy that will create your vision of success
→ How you can have a lifestyle you enjoy while still investing in your financial future
→ How Nicole found herself growing her business, but not bringing home more money and how she helps her clients avoid this same trap.
→ Tips for creating the lifestyle and future you want

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