JW’s Financial Coaching Podcast Lesson #57- “Life and Money” Moving with guest Lisa White


Highlights of today’s show:

  • Moving is a major life event
  • How moving out of our house went
  • The financial surprises you incur while moving
  • How we did on our budget when moving
  • The three things Lisa and I learned about moving

My wife Lisa joins me on the show to continue with the “Life and Money” series by wrapping up the series we have done on moving. After spending four months getting our house ready to put on the market, listing it with a real estate agent, negotiating an offer, buying a new house, moving our stuff into storage, and finally moving into our new home, we are all settled in. Lisa and I talk about how the closing on our condo went, how moving impacted our finances, why you need to have a huge miscellaneous fund when moving, and the three things we learned overall about this whole process.

Make no mistake, when you have a family and have lived in one place for a while, moving your family is a major life event. The three main takeaways we had from this whole experience were as follows:

  1. Really be prepared financially to buy a home
  2. Be flexible throughout the process
  3. Moving is a major life event

Lisa and I break down each one of these further during the show. In addition, I am also writing a book sharing our experience that I will be releasing soon. Stay tuned for further information when a release date is finalized.

I want to also thank my wife for being on the show these past few months and getting her perspective on everything. You can download past lessons with Lisa talking about our experience below:

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If you have any comments, questions, or ideas for future shows you can send them to me and I will integrate them into a future show. There are two ways to get in touch with me: 1.) Email me at JWFinancialcoaching@gmail.com – Please put “podcast” in the subject line and keep your questions brief so they are readable on air. 2.) Simply fill out the form on the contact page. Please fill out your name, email, and your question/comment/suggestion and we will read it on air.

You can find prior editions of the podcast at the podcast archive page.

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