Budget Blunders will keep us failing. But Budget Best Practices make the method a breeze! We have nine of each in the ninety-ninth episode.
Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.
When and how do I make a net worth and cash flow statement? Grab a free template, schedule an hour, and invest in understanding your money.
Episode 96 | You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.
Let’s make 2023 the Best Year Ever! We’re going back to basics. By year-end, let’s turn “I wish I had known” into “I am glad I did.”
What is a Successful Retirement? We answered that in the last chapter of my book, 3D Retirement Income. If you haven’t read or listened to it, it’s included in our free membership community: RetireMembership. Below is that chapter of the book. Even if you have read it before, it’s worth a second time. A Successful…
Episode 92 | The values in your accounts may have declined by 20%. But we haven’t lost anything. Not if we view it correctly. Language matters!
Episode 91 | Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you’ll appreciate dividends.
My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
“Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.