1662: How To Put Your Finances On Auto-Pilot by Tania Brown with Financial Finesse on Simplifying Your Finances

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Investing, Business, Education, Self-improvement

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🗓️ 27 September 2021

⏱️ 9 minutes

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Summary

Tania Brown with Financial Finesse tells you how to put your finances on autopilot Episode 1662: How To Put Your Finances On Auto-Pilot by Tania Brown with Financial Finesse on Simplifying Your Finances After years in the financial services industry, Liz Davidson became disgusted with how many people were being sold financial products and services that were not in their best interest. She decided there had to be a better way to provide people from all walks of life with truly unbiased financial guidance--designed to line their pockets, not their financial advisor’s. This is the story of Financial Finesse and how they give employees and employers unbiased financial wellness as an employee benefit. They help your employees maximize their compensation and benefits by making better financial decisions. You become a partner in their financial security and reap the benefits of a financially healthy workforce. They’ve helped hundreds of thousands of employees change their lives. The original post is located here: https://www.financialfinesse.com/2018/03/26/how-to-put-your-finances-on-auto-pilot/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's a minimalist Monday edition of Optimal Finance Daily, episode 1662.
0:05.6	How to Put Your Finances on Autopilot by Tanya Brown with financialfinesse.com
0:11.5	And I'm your host and personal finance enthusiast, Diana Mariam.
0:15.6	This is the show where I read to you and to myself, frankly, from some of the best
0:20.3	personal finance blogs on the planet every single day. We're surrounded by messages of how
0:26.3	difficult it can be to make ends meet and build wealth. So thank you for spending this time
0:31.2	with me where we can empower ourselves to take control of our financial health.
0:35.7	For now, let's get right to today's post as we continue to optimize your life.
0:44.6	How to Put Your Finances on Autopilot by Tanya Brown with financialfinesse.com
0:50.5	years ago, I had a friend who was a single recently divorced, old-time working mother of four
0:57.6	with three of the kids under the age of five. To call her life busy would be an understatement.
1:04.3	She asked me for help organizing her finances and I agreed. I knew whatever strategy we developed
1:10.5	had to be easy and automated. Here's what we did. Automating the budget. The first thing we worked
1:18.4	on was her budget. We looked at a variety of budgeting websites. There are many great money
1:23.7	management websites and she decided on Mint, which she said was the easiest to learn. She also
1:30.2	liked that it helped her to keep on track without her having to input a lot of information.
1:35.6	Putting some rules in place. Once we got her information loaded and categorized her expenses,
1:42.2	we made sure to put rules in place in Mint to continuously assign each expense to a particular
1:48.3	budget category. We then changed some of the budget categories to ones that matched her needs.
1:54.9	What she loves most about this step. What she loved most was that Mint created the initial budget
2:01.8	based on her current spending. It was able to tell her when she got off budget and it alerted
2:07.4	her to high withdrawals or when she was close to maxing out her credit cards. This made her
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