Episode 141: Budget Your Savings and a Bank on Yourself Portfolio

Not Your Average Financial Podcast™

In this episode, we ask:

• Are you ready for an episode from the clubhouse?
• Where does money come from?
• What is a budget?
• Why is it important to save money?
• What sort of things can money do?
• Does age matter, when it comes to budgeting?
• Are you a policy owner?
• Are you in danger?
• Are you the biggest danger your policy will ever face?
• Are you naming the dollars in your policy?
• What are the three personalities?
• What is the key idea?
• What are the four rules?
• Have you heard Episode 139?
• Is this too complex?
• Have you logged in to your online portal?
• Do you enjoy watching the money grow?
• Is the money available?
• What system helps you track?
• Would you like a copy of this tool?
• Do you give every dollar a job?
• Do you embrace your true expenses?
• Do you roll with the punches?
• Do you age your money?
• What number do you need to put into your budget?
• What’s better than a withdrawal?
• What’s the available loan value?
• Are you ready to give every dollar a job?
• Should you budget the other numbers?
• How is budgeting a conversation about priorities?
• What do you want your money to do for you?
• Do you have more money to work with?
• What’s an example of budgeting for college?
• What’s an example of budgeting for a new car?
• What’s an example of budgeting for an emergency fund?
• What are your true expenses?
• What about property taxes?
• What happens when you repay a loan?
• Do you have to pay a loan off before you take another loan out?
• What about paying property taxes?
• Can you setup a loan repayment?
• Should you spend that money?
• What are some huge, large expenses?
• What are the bonuses?
• What are the true expenses you should keep in your checking account?
• Will the expense take six months or more to save?
• Have you heard Episode 54?
• Do you roll with the punches?
• How is this different from a checking account?
• Do you age your money?
• What happens if you lose a job or have another emergency?
• Do you have a large emergency fund?
• Where do you keep the larger emergency fund?
• What happens when you borrow against your money?
• What happens to compounding when you borrow?
• What are the best practices?
• Should you treat your policy like a checking account, credit card or a piggy bank?
• Have you tried budgeting cash value before?
• Do you have loans on the policies?
• Do you pay your loans in a reasonable period of time?
• Would you like to see this in action? (YOUTUBE Link)
• Hop on our calendar for an introductory phone appointment.
• Would you like to give us your feedback? Leave us a message, answering our question of the month:
  • What concerns you most about your retirement?