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Episode 2623:
Jim Wang of MakingSenseOfCents.com discusses creating a financial plan without a professional. He emphasizes understanding your current financial situation, mapping future goals, and establishing steps to bridge the gap. Wang suggests breaking down future goals into 5- and 10-year blocks, offering flexibility and realism in planning. His approach underscores the importance of self-awareness in finances and the practicality of personal financial planning.
Read along with the original article(s) here: https://www.makingsenseofcents.com/2016/07/how-to-come-up-with-a-financial-plan-without-visiting-a-professional.html
Quotes to ponder:
"Understanding your current financial situation is crucial for effective planning."
"Mapping out your future states helps set realistic financial goals."
"Flexibility in financial planning is key to adapting to life's changes."
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2613: We Decided To Pay Cash For Everything (Here’s What Happened Next!) by Jason Price with PT Money
2612: The Internal Financial Struggle by Andrea Joy of Saving Joyfully on Budget Management & Debt Reduction
2611: Place is Core to Financial Planning by Ryan Frederick of Here.life on Housing Decisions & Investment Potential
2610: How to Scale Down Exercise Instead of Skipping It When You Feel Low by Rachel Trotta on Workout Consistency
2609: [Part 2] The False Choices That Steal Our Future by Liz of Frugalwoods on Financial Independence & Non-Conformity
2608: [Part 1] The False Choices That Steal Our Future by Liz of Frugalwoods on Frugal Living & Conscious Choice
2607: Retirement Planning at Midlife: 6 Tips for a Secure Future by Kathleen Coxwell of New Retirement
2606: 5 Rules for Having a Constructive Conflict Conversation About Money by Kyle Benson of Gottman
2605: An Introduction to Frugal Hedonism by Annie Raser-Rowland of Becoming Minimalist on Minimalism & Self-Reliance
2604: Here's When To Buy Your First House by Camilo Maldonado of The Finance Twins on Homeownership & Financial Readiness
2603: Choose Your Status Game Wisely by Nick Maggiulli of Of Dollars and Data on Life Choices, Personal Identity & Social Value
2602: Learning to Listen for a Life of Purpose, Health & JOY by Krista O'Reilly-Davi-Digui of A Life In Progress
2601: 5 Ways To Minimize Debt and Increase Your Retirement by Courtney Luke of Arrest Your Debt on Credit Card Management
2600: [Part 2] How We Saved Multi-Millions by Go Curry Cracker on Saving Strategy & Compound Interest
2599: [Part 1] How We Saved Multi-Millions by Go Curry Cracker on Financial independence & Overcoming Adversity
2598: Should You Borrow Money From Friends or Family? by Amanda Kruse of Women Who Money on Asking Loved Ones For Money
2597: An Early Warning System for Your Investment Portfolio by Darrow Kirkpatrick of Can I Retire Yet on Diversification
2596: Money Management Tips by Sandra Kenrick with I Will Teach You To Be Rich on Personal Finance
2595: How to Live Well on One Income + 6 Tips to Make it Work by Amanda Brownlow of Hello Brownlow on Family Finances and Frugality
2594: 6 Home Decluttering and Organizing Tips for Busy Parents by Rose Lounsbury on Practical Steps For a Clean Home
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