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In this episode, the host explores the secret to budgeting success—a consistent money routine. Listeners struggling to make their budgets work will discover how a structured approach to money management can transform their finances.  

A money routine is about more than just paying bills; it’s a weekly commitment to actively manage your finances.

Listen to this episode to learn practical tips for personalizing these routines, making them enjoyable, and ensuring they align with financial goals. 

02:08 The Importance of a Money Routine

04:01 Steps to Create a Money Routine

05:24 Real-Life Client Example

08:16 Create Check-In Times

08:33 Stay on Top of Spending

10:08 Make It Fun and Comfortable

11:03 Build a Money Routine

11:34 Commit to Your Financial Goals

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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