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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Business:Investing

EP 013 Track Your Expenses and Net Worth!

EP 013 Track Your Expenses and Net Worth!

2017-10-09
Download

I hate the word budget. It reminds me of being on a diet. For some reason, people hate diets AND budgeting. This ten minute podcast uncovers a new spin on budgeting – expense tracking. Learn how to combine expense tracking with Gary Keller’s monthly net worth reviews, and you will be able to understand where your money is going each month, which allows you to make better decisions, which ultimately leads to fulfillment and true wealth.

 

Download Sample Spreadsheet

 

Learn more at Peakwm.com

view more

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EP 242: Aligning Goals: What Makes Someone an Ideal Client for Peak Wealth?
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EP 241: Consumer Confidence by Political Affiliation
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EP 240: Financial Literacy & Family Legacy at the Dinner Table with Scott Donnell
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EP 239: Beyond the Linear Path: How Monte Carlo Models Reflect Reality
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EP 238: Exploring Retirement Readiness: A Peak Wealth Case Study
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EP 237: Preparing for Financial Peaks: What New Clients Need to Know
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EP 236: Market Reaction: Stocks and the Ripple Effect of Major Events
2024-07-15 279
EP 235: Buyer Beware: Avoiding Common Annuity Mistakes
2024-07-08 79
EP 234: Planning for Longevity: Strategies from Successful Retirees
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EP 233: Beware the Cash Trap: High Interest Rate Hazards
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EP 232: Maximize Your Miles: Insider Tips with Evan Chopp
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EP 231: The Brokerage Blueprint: Key Steps to Early Retirement Success
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EP 230: Adapting Your FIRE Strategy for Economic Uncertainty
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EP 229: Maximizing Wealth: Strategies for Inherited IRAs
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EP 228: Celebrating Success: Reflections on the No-Spend Month Journey
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EP 227: Empowering Your Finances: What a Financial Planner Can Do for You
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EP 226: The Retirement Blueprint: A Checklist for Every Age
2024-05-06 230
EP 225: Navigating the Mortgage Maze: Pay Off or Invest?
2024-04-29 78
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