Bruce Whitfield Keynote Speaker
Episode 25: The one about taking stock

As we hit the six-month mark, it’s a perfect time to pause and reflect on our financial journey. Warren Ingram and Bruce Whitfield delve into the importance of taking stock, ensuring we’re on the right path towards financial freedom, and the invaluable role of having a financial buddy.

Why Reflection Matters

Just like any long journey, it’s crucial to periodically check your progress. Are you still on track? Are you moving in the right direction? These questions are vital when it comes to managing your finances. Warren Ingram emphasises that financial freedom is a journey, not a destination you reach overnight. It’s about consistently taking steps forward, even if they’re small.

Reviewing Your Goals

At the start of this journey, you likely set out specific financial goals. Now is the time to revisit those goals. Have you made progress? If not, don’t be disheartened. It’s all about moving forward, even if it’s just one step at a time. Bruce Whitfield highlights the importance of reviewing past episodes of the podcast to reignite your motivation and ensure you’re still on track.

The Power of a Financial Buddy

One of the key takeaways from this episode is the importance of having a financial buddy. Someone who embarked on this journey with you, who can offer support and encouragement. As Warren Ingram puts it, “Go to your investment buddy, go to your savings buddy, or the buddy that you embarked upon this journey with, and just compare notes.” This buddy system can be a lifeline, especially during challenging times.

Checking Your Financial Freedom Number

Six months in, it’s also a good time to review your financial freedom number. Are you getting closer to your target? Remember, it’s not about giant leaps but small, consistent steps. If you’re feeling a bit stuck or demotivated, reach out to your money buddy. Discuss your progress, understand any roadblocks, and strategise on how to overcome them.

Staying Motivated

Financial journeys are rarely smooth. There will be ups and downs, but the key is to keep moving forward. Bruce Whitfield reminds us that it’s a roller coaster ride, but when you look back, you’ll be amazed at how far you’ve come. So, if you’ve missed a few episodes or feel like you’ve lost track, now is the perfect time to binge-listen, just like you would with your favourite Netflix series.


In conclusion, taking stock of your financial journey every six months is crucial. It helps you stay on track, reassess your goals, and ensures you’re moving in the right direction. So, grab your financial buddy, review your progress, and keep pushing towards financial freedom. Remember, it’s a journey, not a sprint, and every small step counts.

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As we hit the six-month mark, it’s a perfect time to pause and reflect on our financial journey. Warren Ingram and Bruce Whitfield delve into the importance of taking stock, ensuring we’re on the right path towards financial freedom, and the invaluable role of having a financial buddy.

Why Reflection Matters

Just like any long journey, it’s crucial to periodically check your progress. Are you still on track? Are you moving in the right direction? These questions are vital when it comes to managing your finances. Warren Ingram emphasises that financial freedom is a journey, not a destination you reach overnight. It’s about consistently taking steps forward, even if they’re small.

Reviewing Your Goals

At the start of this journey, you likely set out specific financial goals. Now is the time to revisit those goals. Have you made progress? If not, don’t be disheartened. It’s all about moving forward, even if it’s just one step at a time. Bruce Whitfield highlights the importance of reviewing past episodes of the podcast to reignite your motivation and ensure you’re still on track.

The Power of a Financial Buddy

One of the key takeaways from this episode is the importance of having a financial buddy. Someone who embarked on this journey with you, who can offer support and encouragement. As Warren Ingram puts it, “Go to your investment buddy, go to your savings buddy, or the buddy that you embarked upon this journey with, and just compare notes.” This buddy system can be a lifeline, especially during challenging times.

Checking Your Financial Freedom Number

Six months in, it’s also a good time to review your financial freedom number. Are you getting closer to your target? Remember, it’s not about giant leaps but small, consistent steps. If you’re feeling a bit stuck or demotivated, reach out to your money buddy. Discuss your progress, understand any roadblocks, and strategise on how to overcome them.

Staying Motivated

Financial journeys are rarely smooth. There will be ups and downs, but the key is to keep moving forward. Bruce Whitfield reminds us that it’s a roller coaster ride, but when you look back, you’ll be amazed at how far you’ve come. So, if you’ve missed a few episodes or feel like you’ve lost track, now is the perfect time to binge-listen, just like you would with your favourite Netflix series.


In conclusion, taking stock of your financial journey every six months is crucial. It helps you stay on track, reassess your goals, and ensures you’re moving in the right direction. So, grab your financial buddy, review your progress, and keep pushing towards financial freedom. Remember, it’s a journey, not a sprint, and every small step counts.

SUBSCRIBE WHEREVER YOU GET YOUR PODCASTS

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