See The Forest Through the Trees

Do This Every Time You Get Paid. Payday Routine from CERTIFIED FINANCIAL PLANNER™ Part 2


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In this video, Colin Exelby, CFP®, explains the steps you should be taking when that paycheck hits your bank account. (Part 2)


In part two of this series, we dive into steps 6 through 9, where Colin discusses how to maximize your retirement contributions and whether you should use a Roth 401(k) or a traditional 401(k). At what point should you acquire investment real estate? When should you save for your kid's college funds plus. Plus, don't miss out on Colin's supercharged bonus strategy to boost your income potential. If you haven't watched Part 1 yet, check it out first!


⭐ Watch Part 1 Here: https://www.youtube.com/watch?v=Ce-UuYjMNmI&t=2s


#FinancialFreedom #MoneyManagement #InvestSmart #SavingsTips #RetirementPlanning #WealthBuilding #PersonalFinance #FinancialGoals #SmartInvesting #budgetingbasics


00:00 - Introduction

01:23 - Step 6

04:08 - Step 7

05:40 - Step 8

10:05 - Step 9

11:05 - Bonus Step


Outstanding Personal Finance Tools👇


Budgeting...👇

★☆★ Rocket Money (originally called as TrueBill) ★☆★

https://rocketmoney.sjv.io/CelestialWM


Wealth Management...👇

★☆★Personal Capital ★☆★👇

https://personalcapital.sjv.io/CelestialWM


Bookkeeping...👇

★☆★Gusto Bookkeeping★☆★👇

https://gusto.pxf.io/CelestialWM


[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.


I provide financial planning for business owners and their families that makes sense.


Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.


We strive to help you:

*Optimize Your Cash Flow

*Minimize Your Taxes

*Build Your Net Worth

*Create a Lasting Legacy


➡️ ➡️Free Guide Here: https://celestialwm.com/ptpebook-go/⬅️⬅️


Do you watch Dave Ramsey, Robert Kiyosaki, Grant Cardone, Gary Vee, Graham Stephan, Meet Kevin, Ryan Scribner, Replace Your Mortgage, Project Life Mastery, Russel Brunson, Alex Becker, Tanner J Fox, Refusing to Settle, Dan Lok, Jeff Rose, Tai Lopez, Bigger Pockets, or Pat Flynn? Then you'll love our channel! Be sure to subscribe and I'll see you in the comments!


Affiliate Link Disclaimer: I only recommend products I would use myself and all opinions expressed here are our own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission. Read full privacy policy at celestialwm.com.

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See The Forest Through the TreesBy Celestial Wealth Mgmt

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