We have a special guest joining us for today's podcast - Bert Delgado. Bert is a fellow financial counselor and owner of Vivid Financial Counselors in Florida. We talk about a variety of financial habits we see in ourselves and clients, and discuss ways to start building those habits daily. There's even a word association game at the end!
Speaker's note: I apologize for the quality of my personal audio. I hope it doesn't take away from the good discussion between Bert and me and you walk away with some good financial nuggets.
This podcast addresses the spending plan for preparing for students returning to school. Also providing local community resources for back to school items. School supplies, school uniforms, food and nutrition resources.
Today's podcast is with guest AFC candidate and financial coach Julia DiMedici discussing how a potential client can transfer a balance and the implications on her budget and other financial goals.
Summer is here! Let’s make sure our budget is ready to support all the fun we want to have with friends and family. We will look at income opportunities, potential expenses and practical strategies to plan for the upcoming season. Let us know your thoughts! Until we meet…keep working on the change.
Today's MorphMinutes covers determining what sounds 'familiar' in our personal finances, and what sounds 'impossible.' But then how do we get from familiar to impossible. We conclude our video with defining the 50/70/100 Principle. Thanks for joining us today! Until we meet...keep working on the change. StudioM
What questions should we ask ourselves when we are faced with a 'major purchase?' This is the first episode of 4-part series on decision making. Let us know your thoughts and any comments or question you have. Access the session packet here: https://docs.google.com/document/d/1DAx8n3xjEcHXkDlEQX4EwJ22ujgaZsZiJzCjClFbdb4/edit?usp=sharing
How are we going to pay for this 'major purchase?' Are we using cash in reserves or a credit product? This is the second episode of our 4-part series on decision making. Let us know your thoughts and any comments or question you have. Access the session packet here: https://docs.google.com/document/d/1Vp6ic2GXVhQuW67ScQaEDckpw5WcQK-lKn4QEOtbCyY/edit?usp=sharing
When do I need to make this 'major purchase?' Is it immediately because of distinct timeline or do I have some time to consider? This is the third episode of our 4-part series on decision making. Let us know your thoughts and any comments or question you have. Download the session packet here. Until we meet...keep working on the change.
