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When looking at finances, it is so easy to get bogged down in the details and look at our lives in segments. We keep our savings separate from our checking account which is separate from our mortgage, but this actually prevents you from seeing your finances and financial plan holistically. Ultimately, this keeps you from getting ahead.
In this podcast, I talk about the benefit of considering your finances like a business's general ledger and how to plan ahead for greater efficiency.
Listen to this podcast and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.
To learn more, book a consultation at tkdale.com
By Trevor Dale5
11 ratings
When looking at finances, it is so easy to get bogged down in the details and look at our lives in segments. We keep our savings separate from our checking account which is separate from our mortgage, but this actually prevents you from seeing your finances and financial plan holistically. Ultimately, this keeps you from getting ahead.
In this podcast, I talk about the benefit of considering your finances like a business's general ledger and how to plan ahead for greater efficiency.
Listen to this podcast and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.
To learn more, book a consultation at tkdale.com