In this week's episode, I talk of the value of taking some time to look back and reflect on the past year, capturing it somehow, so that you can remember in the future where you were today.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I wish you a Merry Christmas, talk of the importance of the time of the year, and discuss the micro action of trying to have a money conversation.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I talk of a memorial about Jeanie, a 78-year-old mother of a client of mine, who needed to make some very tough decisions some years back.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I talk a framework that business owners and/or self employed people can implement to eliminate the initial pains of cashflow and taxes when getting started.

You can find the business accounting software review, I mentioned by PC Magazine at https://www.pcmag.com/picks/the-best-small-business-accounting-software

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I talk about the non-budgeting budget system and technology to aid in budgeting.

You can find a the budgeting app review, I mention by Nerd Wallet at https://www.nerdwallet.com/article/finance/best-budget-apps

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I talk about a couple of advanced budgeting tactics, to include distributing, tracking, adjusting, and addressing irregular income. You can find a downloadable budgeting forms on the Resources Page at www.trueweath.show/resources

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I talk about the need for and how to create a Christmas Spending Plan.   You can find a downloadable budgeting forms on the Resources Page at www.trueweath.show/resources

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I talk about the rules for budgeting, and how to create a zero-based monthly budget.  You can find a downloadable budgeting forms on the Resources Page at www.trueweath.show/resources

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I talk about the importance of money management, and give 6 reasons why you need a monthly spending plan or written budget.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I give you an over-view a comprehensive  financial framework for Retirement Transition Planning.   You can find a downloadable PDF on the Resources Page at www.trueweath.show/resources.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show.   

If you have an questions or feedback, feel free to email them to [email protected].

Until next time... have a great day.   Thanks for listening ~ Mike