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33 \\ Financial Systems (Part 1) | Practical Tips for Managing Personal Finances
Manage episode 411718435 series 3503843
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In this episode of The Being Better Everyday Podcast, I am starting a series on finances. This is part 1 and full disclosure, as someone with a finance degree and somebody that is securities licensed, nothing on this podcast is investment or financial advice or tax planning advice, nor is it affiliated with any organization other than PW Designs. I'm coming at you as a bestie, sitting across from you with a hot cup of coffee, talking to a friend, and geeking out about finances.
You'll get the inside scoop on how we keep track of bills and transactions with our trusty spreadsheets. I'll walk you through our cash-based approach for handling those unpredictable expenses that pop up, and I'll stress why setting up automatic savings is a game-changer for us. Plus, I'll touch on the sneaky subject of subscription costs and how keeping an eye on them can make a big difference.
But it's not just about the tools and tactics; it's about the mindset. I'll dive into how sticking to consistent financial habits has been key to our long-term stability and growth. So, if you're looking to get your financial systems in order, this episode is packed with practical advice to help you do just that.
Ways to Work with Me:
Episode Outline:
- Managing Fixed Expenses with Excel (00:03:02)
- Weekly Spending and the Cash Method (00:11:32)
- Automatic Savings and Interest Rates (00:16:38)
- Tracking Subscriptions and Expenses (00:18:41)
- Blending Old school Tracking with Modern Automation (00:20:36)
Referenced Resources:
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