Clay Finck chats with Jesse Mecham all about budget, whether budgets are for everyone or not, looking at an investor’s overall financial situation when assessing their strategy, and much more!

Jesse is the founder of You Need A Budget or YNAB, and is also a personal finance expert and business leader. He is deeply passionate about teaching individuals, families, and business owners YNAB’s four rules to help them gain total control of their money, which Jesse will be covering for us a little bit later.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:34 - What led Jesse to start his business in 2004 while he was still in college?

06:13 - The story on when Jesse knew it was time to quit his full-time accounting career to go all in on his business.

14:59 - What is, and what is not a budget?

27:34 - YNAB’s four money rules.

43:39 - What Jesse’s personal portfolio looks like.

46:33 - What some of Jesse’s favorite books are.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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