Retirement Savings – Un Eff Your Finances

Navigating Financial Challenges: Expert Tips for Busy Professionals (Ep. 12)

By Un Eff Your Finances | March 27, 2025

What’s the secret sauce for building wealth while juggling life’s chaos?

Nick St. George from St. George Wealth Management kicks off the latest episode of Un Eff Your Finances with an engaging discussion on the importance of a structured financial plan for busy executives and business owners. With a mix of humor and expertise, he breaks down why starting early is key, the risks of an unstructured approach, and how failing to plan is essentially planning to fail. This episode dives into the mindset of strategic achievers—those who are too busy to manage every financial detail but want their money to work just as hard as they do.

Nicholas discusses:

(00:02:22) Strategic financial planning for busy professionals
(00:04:20) The importance of starting retirement savings early
(00:06:13) Real-life investment missteps and successes
(00:12:27) Creating a flexible financial game plan
(00:20:03) The role of a financial advisor in managing emotions and legacy planning

Connect with Nicholas St. George:

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Mastering Money: How to Un Eff Your Finances (Ep. 4)

By Un Eff Your Finances | December 5, 2024

How can you keep your cool when financial chaos hits? Tune into this episode where Nicholas St. George dives into the financial blunders you didn’t know you were making and how to fix them with simple, practical advice.

In this episode, Nicholas tackles some of the common financial mistakes people face when managing their money and how to sidestep them. From the pitfall of lending retirement money to grown-up kids to the trap of watching your account balance every day – Nick shares the details with a blend of humor, real stories, and no-nonsense advice.

Nicholas discusses:

(01:19) Why lending money from your retirement savings to adult children might not be such a great idea
(04:58) The pros and cons of checking your account balances too often
(09:07) The importance of regular portfolio rebalancing
(12:29) How comparing your investments to your friends and family’s can lead to trouble
(17:07) Keeping emotions in check during market fluctuations

Feel the financial frenzy but want to keep it mellow? Tune in and start un-effing your finances today!

Connect with Nicholas St. George:

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More