155. Jessica Kuan - Control Your Finances With My Money Mindset Planner

Jessica Kuan, the founder of My Money Mindset Planner and residential mortgage broker at Clear Trust Mortgages, discusses the importance of managing your finances effectively. She shares her personal journey of learning about finances and realizing the need to educate others. The episode covers various topics, including the benefits of writing down financial goals, the role of mindset and psychology in achieving financial goals, and the use of her planner to budget, save, and invest.

The Money Mindset Planner allows users to track their income, expenses, savings, and debt. It includes features like a full 52-week calendar to write down your daily tasks and to-do lists, debt trackers for short- and long-term savings goals, and a paycheck budgeting section to track your income. The planner is designed to help individuals take control of their finances, set realistic goals, and make informed financial decisions.

The regular price of the planner is $52.99 but is currently on sale for $45, with an option to purchase two for $82 and can be found on Amazon and Etsy as well as moneymindsetplanner.ca. Jessica also mentions her involvement in educational events, including speaking at high schools to help students learn about financial literacy.