In this episode, Mark discusses the process of creating an income and expense statement to track and manage personal finances. He provides detailed guidance on gathering financial information, organizing it, and analyzing it to improve savings and spending habits. 

Mark also answers a listener question sharing his experience with the “fun bucket” as a mechanism to rewire the mindset from accumulation to spending in retirement.

Send your questions to [email protected] (put “Podcast Question” in the subject line)

Episode Links:

Quicken

YNAB

Spending Tracker app (Apple)

Spending Tracker app (Google)

The 4% Rule

Early Retirement Now – Safe Withdrawal Rate Series

The Fun Bucket

Timestamps: