Episode 12: Carla Haubenschild - Wealth Management Advisor learn 60-20-20 Budgeting Tool

In this episode of the Share the Good Juju: Positivity Podcast, we sit down with Carla Haubenschild, a seasoned wealth management advisor who shares insights into achieving financial freedom at any stage of life. Carla introduces us to the 60-20-20 rule, a budgeting strategy designed to track spending effectively and build a secure financial future. Her goal is to help listeners live their golden years without financial worry, empowering them to take control of their finances today to enjoy peace of mind tomorrow.

Carla is a mom, wife and financial advisor who puts relationships before balance sheets.  She has been doing financial planning for 15 years and loves giving her clients the gift of knowing where they stand with their financial goals.  In her free time, Carla enjoys watching her kids play sports and working out on her Peloton.

Carla.haubenschild@nm.com

To schedule a meeting with Carla, please click on this link:

Meeting

Budget Planning Worksheet Budget Planning Worksheet