Phillip Ramsey discusses the importance of taking personal financial inventory as tax deadlines approach. He shares practical advice on establishing a budget by analyzing recent bank and credit card statements to categorize expenses like groceries and gas. Emphasizing the critical role budgeting plays in retirement planning, he encourages listeners to determine their desired lifestyle costs. Phillip reassures that while predicting life’s end date is impossible, understanding financial needs is key. Reach out to Phillip with questions at UncommonWealth.com. Tune in for insights to lead better financial planning on your journey to 2025.