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In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also share how to set yourself up for success by having a solid plan before automating.
00:00 Introduction: Is Automation the Answer for Better Finances?
00:27 Personal Story: My Cash Envelope System
01:52 Creating Your Own Financial System
02:30 Benefits of Financial Automation
04:21 Addressing Common Concerns and Misconceptions
07:26 Key Areas for Financial Automation
10:09 The Importance of Having a Plan
13:32 Conclusion: Is Automation Right for You?
Mentioned in the Episode:
Episode 003 - How Using Cash Envelopes Saved Us During Financial Crisis
Subscribe to the Budget Breakthrough Pop Up Podcast Series
Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]
Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving
Book A Free Clarity Connection Call to chat about working with me
Or, grab one of my free resources to help you take the first step:
5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose
Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement
4.6
2828 ratings
In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also share how to set yourself up for success by having a solid plan before automating.
00:00 Introduction: Is Automation the Answer for Better Finances?
00:27 Personal Story: My Cash Envelope System
01:52 Creating Your Own Financial System
02:30 Benefits of Financial Automation
04:21 Addressing Common Concerns and Misconceptions
07:26 Key Areas for Financial Automation
10:09 The Importance of Having a Plan
13:32 Conclusion: Is Automation Right for You?
Mentioned in the Episode:
Episode 003 - How Using Cash Envelopes Saved Us During Financial Crisis
Subscribe to the Budget Breakthrough Pop Up Podcast Series
Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]
Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving
Book A Free Clarity Connection Call to chat about working with me
Or, grab one of my free resources to help you take the first step:
5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose
Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement
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