Episode 5

Published on:

1st Dec 2020

The Smart Money Gal - The Financial Complexities of 2020

In her second edition of The Smart Money Gal, Jennifer Perri dives into the complex financial nature that 2020 has thrown our way. In a time with so much uncertainty, it's important, now more than ever, to have a strong relationship with your finances. Take the necessary steps now to ensure financial stability moving into the new year.

Jennifer's topics include the importance of access to essential documentation, establishing a personal cash flow plan, making cutbacks where necessary, and establishing financial goals for 2021.

Tune in and allow The Smart Money Gal to shed some light on productive strategies to get your finances in order for 2021.


00:48 - We need to step back and unpack all that has occurred in 2020

02:00 - Essential documents and their importance these days

05:20 - You need to be reviewing your beneficiaries and the documents impacting them

10:00 - We have more time to make our finances a priority

11:15 - Examine your personal budget or cash flow plan as you enter 2021

14:00 - Cutbacks and how we should be viewing them

16:22 - Start saving towards next year's vacation or financial splurge

18:44 - Make 2021 your year!

21:00 - It's okay to ask for help to achieve your financial goals

23:50 - What kinds of things are easy to cut from your budget today?

26:00 - We are 100% responsible for the decisions we make

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About the Podcast

The Smart Money Gal
Develop a healthy and empowered relationship with your money
Jennifer Perri, a.k.a. ” The Smart Money Gal”, is a Holistic Money Coach, Registered Financial Consultant (RFC) and Best-Selling Author with over 15 years of industry experience. Jennifer helps women transition from trauma to triumph and develop a healthy and empowered relationship with money. This will equip them will the confidence and tools necessary to make smart financial decisions for themselves and their families. She has been cited for her knowledge and has appeared on sources such as ABC, NBC, FOX, CBS, The Boston Globe, Newsweek, Fortune and Forbes.

In addition to her hands-on work in the field with clients, she was a contributor to the Amazon bestselling book, “Dare to Succeed” with Jack Canfield, creator of the Chicken Soup for the Soul series. Some of her other works have been featured in Little Pink Book, Wall Street Select, Huffington Post, Newsweek and various other circulations.

Join Jennifer each episode as she tackles the complicated conversations surrounding our personal wealth.