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Budgeting

Ep 043 – Limiting Spending

Posted on by roedergr12
Greg is joined by his brother Eric where they explore why they are both "wired" for saving and not spending. They review purchases large and small in life and layout their logic and strategies for spending wisely.  Major spending milestones covered are college, weddings, house, and cars.  Day to day spending habits are covered in food and health, clothes, entertainment and technology.&...
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Episode 014 – Financial End of Year Checklist Part 2

Posted on by roedergr12
We continue our conversation from Episode 13 with JC Corrigan, CFP, about what to consider financially at year's end.  We get into some pretty specific scenarios that may not apply to all people, but are worth understanding.  We start out with self-employed individuals and their deductions and write-offs.  Then, we discuss ways to motivate yourself to create savings goals and hit t...
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Episode 013 – Financial End of Year Checklist Part 1

Posted on by roedergr12
Greg and JC discuss what to look for to make sure your personal finances are in order heading into the new year to maximize investment gains and limit tax exposure.  Specifically covered are thoughts on Black Friday, questions to ask a financial advisor before hiring them, working with your accountant, losses and gains from the year, Mutual Funds vs. ETFs, and IRA distributions.  From t...
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Episode 004 – 401K, IRA, Budgeting and Retirement

Posted on by roedergr12
We speak with Certified Financial Planner, J.C. Corrigan of Personal Financial Experiences. If you are looking for a financial advisor or are interested in advice about your specific financial goals, J.C. Corrigan can be contacted via his website at https://www.myessentialwealth.com Links to resources and products to help you learn about investing http://suburbanfolk.com/
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