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023FF: Fi Guys Toolbox: Exploring the Best Financial Apps 2024
Connect with Chris at Monzon Wealth
Visit us at The Fi Guys Website to be featured on the show:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Welcome back to FI Friday Feedback, where Chris and Dominic dive deep into the world of financial wisdom and provide actionable insights for your financial journey. In this episode, the dynamic duo tackled the essential aspects of budgeting and spending tracking, ensuring you're not just earning money but also mastering its flow. Let's recap the key takeaways from this week's episode:
Intro:
Ever felt lost with your money? Fear not, as Chris and Dominic are here to put you back in control! In this episode, they also share special advice tailored for the 3 million Mint app users affected by recent changes.
Key Takeaways:
Segment 1: Why Tracking Your Spend Matters?
Explore the crucial role of tracking spending and the difference between budgeting and spending tracking. Bryn and Chris focus on spending tracking, using budgets as targets to guide your financial journey.
Segment 2: Spending Tracking Tools:
Discover a variety of tools, from Copilot to Monarch Money, Mint to YNAB, and more. Learn about the shift from manual to automated tools and the Fi Guys' preferred tool - Copilot. For clients, Elements is the go-to choice.
Segment 3: Setting Categories:
Emphasize the importance of categorizing spending and setting specific budgets for each category. The Fi Guys share their own categories, providing practical tips for handling various types of transactions.
Segment 4: Why Spend The Time Tracking? (Benefits!):
Uncover the real value in gaining insights from tracking expenses. Learn how to align your lifestyle with financial goals and find the balance for unique financial aspirations.
Action Step:
Take charge of your financial journey by starting to track your expenses for the next 30 days.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
This video podcast is sponsored by Monzon Wealth. The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at MonzonWealth.com
View all episodes
By The FI GuysConnect with Chris at Monzon Wealth
Visit us at The Fi Guys Website to be featured on the show:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Welcome back to FI Friday Feedback, where Chris and Dominic dive deep into the world of financial wisdom and provide actionable insights for your financial journey. In this episode, the dynamic duo tackled the essential aspects of budgeting and spending tracking, ensuring you're not just earning money but also mastering its flow. Let's recap the key takeaways from this week's episode:
Intro:
Ever felt lost with your money? Fear not, as Chris and Dominic are here to put you back in control! In this episode, they also share special advice tailored for the 3 million Mint app users affected by recent changes.
Key Takeaways:
Segment 1: Why Tracking Your Spend Matters?
Explore the crucial role of tracking spending and the difference between budgeting and spending tracking. Bryn and Chris focus on spending tracking, using budgets as targets to guide your financial journey.
Segment 2: Spending Tracking Tools:
Discover a variety of tools, from Copilot to Monarch Money, Mint to YNAB, and more. Learn about the shift from manual to automated tools and the Fi Guys' preferred tool - Copilot. For clients, Elements is the go-to choice.
Segment 3: Setting Categories:
Emphasize the importance of categorizing spending and setting specific budgets for each category. The Fi Guys share their own categories, providing practical tips for handling various types of transactions.
Segment 4: Why Spend The Time Tracking? (Benefits!):
Uncover the real value in gaining insights from tracking expenses. Learn how to align your lifestyle with financial goals and find the balance for unique financial aspirations.
Action Step:
Take charge of your financial journey by starting to track your expenses for the next 30 days.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
This video podcast is sponsored by Monzon Wealth. The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at MonzonWealth.com