How to Set Real Financial Goals + Find the Right Financial Planner for You

Brown Ambition

iHeartPodcasts

Business, Self-improvement, Education

4.9 • 2.5K Ratings

🗓️ 19 December 2025

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

It’s time for another BA Q&A, where we answer your money and career questions straight from the inbox!
This week, we're rewinding to a couple of our favorite questions from this year.
💫 “How do I set and stick to financial goals?” — Listen up, Unicorn! We’re breaking down how to get clear on your money priorities, stay consistent when life gets messy, and finally start hitting those goals that keep slipping off your list.
💼 “Help me find a financial planner!” — Solange, we got you! We’ll walk you through what to look for in a planner, the questions to ask before you hire one, and how to find your money match—someone who actually gets your goals and your budget.
Whether you’re just getting started or ready to level up your finances, this episode is packed with practical tips and real talk to keep your ambition (and your money) growing strong.

Don’t forget to:

• Share your favorite BA episodes

• Follow us @BrownAmbitionPodcast on IG

• Send your questions to [email protected]

Until next time, keep stacking that paper and living your best life! 💅🏾

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Transcript

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0:00.0	This is an I-Heart podcast.
0:02.6	Guaranteed human.
0:09.1	Hey, BA fam.
0:10.6	What's up?
0:11.3	Welcome to the BAQA where we take your questions.
0:14.8	And I need you to get your salt shakers out because I don't need y'all suing me.
0:20.1	Please.
0:20.6	Please don't. I have a lot of big goals for
0:22.7	Brown ambition and none of those involves being the party of a lawsuit. Okay. So get your salt shakers out
0:27.3	because everything I'm saying is infotainment. So I'm giving you my opinions. This is not meant to be
0:32.9	personalized investment, business, career, life, health, wellness, whatever we're talking about,
0:38.6	not personalized to you in your situation. So yeah, take it with a little shake of salt.
0:43.9	This has been an incredible month. I can't believe we're rounding out the month of January.
0:49.6	The new chapter, Brown Ambition is in full effect and y'all have been so supportive.
0:56.5	Continue supporting us.
0:57.7	If you can do one thing as a BA listener, it would be to share an episode, your favorite
1:03.2	episode of the show, share it with a friend, a colleague, a family member, post about it on
1:09.2	social media.
1:10.0	Just tell a friend to tell a friend.
1:11.9	One thing that women do is we talk, okay?
1:14.7	We talk, we share, we put each other on to the things that we love.
1:18.7	So I hope that Brown Ambition is on that list and you will share it.
	...

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