Building Us

SIMPLE. Money Edition 1: Automate

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Self-discipline will often let you down. In this, the first installment of the SIMPLE Money Edition series, Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP® provide you with a simple, practical, and tactical strategy for overcoming your procrastination. Use technology to help you improve your finances and improve your home. Invest in your relationships.  


Episode Highlights:

  • Erik shares how their teaching presentations have been doing recently. (2:30)
  • What is the SIMPLE money task for today’s episode? (4:00)
  • Erik explains the idea of automating. (4:32)
  • Erik mentions three ways to automate your finances. (5:20)
  • Erik explains how to automate your debt payments. (6:36)
  • Erik explains the idea of short-term savings. (8:55)
  • Matt shares his testimonies about automating. (10:26)
  • Erik shares the third automation idea. (12:10)


    • Key Quotes:

    • “If you can help people level up their financial management and clean some things up, that might give them a better shot at better stronger relationships. And, that's kind of the idea of our presentations.” - Erik Garcia, CFP®
    • “Most of us don't have the self-discipline to do the things that we know we need to be doing to meet our goals, or to... whatever. We just lack as human being self-discipline. So, we need to build in these guardrails, if you will, and one of the techniques is to automate.” - Erik Garcia, CFP®
    • “Finances are generally not the main reason for divorce, but they're a huge part of the conflict that can lead to divorce.” - Dr. Matt Morris, LPC, LMFT


      • Resources Mentioned:

      • Erik Garcia, CFP®
      • Dr. Matt Morris, LPC, LMFT
      • Garcia Financial Group
      • Matt Morris & Associates
        • ...more
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        Building UsBy Dr. Matt Morris LPC & LMFT, Erik Garcia CFP®
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