The Financial Flow

Leveraging Technology for Financial Management (co-hosted by ChatGPT)


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In this episode, we'll quickly touch on a few different apps that can be leveraged to make managing your finances as a business owner a little easier. Script partially crafted by ChatGPT. 

Mint (now absorbed by Credit Karma), QuickBooks Self-Employed, YNAB and Personal Capital all briefly discussed.  

Talks about financial management, using various apps to help with money management, which ultimately are intended to help streamline processes and tracking for business owners, primarily the self-employed sole proprietor.

#budgeting #selfemployed #retirementplanning #finances #soleproprietor

Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

Tidepool Wealth Strategies website
Phillip Smith, CRPC AIF LinkedIn

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The Financial FlowBy Tidepool Wealth Strategies