Agency Intelligence

Bánh Mìs and Daiquiris have nothing to do with money. But what better way to celebrate achieving a financial milestone than with a bang bang shrimp Bánh Mì (Vietnamese po-boy) and a crawgator Daiquiri? In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA celebrates with Xavier Angel, CFP®, ChFC, CLTC as he recently achieved a financial goal that took self-discipline and a lot of delayed gratification. And driving around an old 2008 Honda! Episode Highlights: Xavier discusses his recent financial experiences, including unexpected debt incurred from traveling to help his daughter move to DC, and the challenges with his current car, including the AC breaking down. (4:28) Xavier shares that he set a goal that if he was able to pay off his debt by October 1st, he would get a new car. (7:47) Erik discusses the importance of celebrating milestones along the financial journey, even if it temporarily sets back the ultimate goal. (13:44) Xavier shares how they successfully retrained themselv