Organizing Your Financial Life EP 32

Best Laid Plans

Sarah Hart-Unger

Society & Culture, Personal Journals, Self-improvement, Education

4.8 • 756 Ratings

🗓️ 1 March 2021

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This episode is all about ways to organize your finances. Sarah discusses 4 essential parts of being intentional with finances, including tracking your earnings & expenses, learning about investing, following and monitoring your long-term progress, and making sure you are revisiting your financial goals (with your partner, if that applies to you!). Episode Sponsor: Real Life Style - www.real-life-style.com/bestlaidplans Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hello and welcome to best laid plans. This is Sarah Hart Unger, your host, and this is the podcast where we talk all things planning and planning related. I am excited to be here on the first of a month. I always feel like
0:22.8	the beginning of the month is a great time for planners and organizers alike. So I hope
0:27.2	everyone is enjoying the beginning of the month of March. And today's episode is going to be a little
0:33.4	bit of a different topic. We are going to talk about organizing your financial life.
0:38.4	Now, before anyone gets too excited, I will not be providing any financial advice per se in this
0:43.9	episode. First of all, I feel like that would be a major overstepping since I don't really have
0:49.0	any real expertise in that area other than what I've learned in recent years from my favorite
0:53.7	books and
0:54.1	podcasts. And number two, that would be way outside of the scope of what you come to this
0:58.8	podcast for. And I don't want to disappoint anyone. But instead, we're going to talk a little bit
1:03.5	about issues related to keeping your finances organized and some routines around how you
1:10.1	might best make sure that the way you're approaching
1:14.5	your finances is continuing to serve you in the way that you want. So I won't be too cryptic.
1:19.9	We'll get into that very soon. First, I have a couple of housekeeping items. Number one, we do have
1:26.2	a speak pipe and I would love to feature some of your
1:28.8	voices on this show. So speak pipe is just an app or like really an online link system where
1:35.3	if you are using any device with a speaker, you can actually click there and send me your
1:39.9	questions via voice. I've had a couple people send in comments especially, so I know that it works.
1:46.2	And I would love to get some more questions so we could have you guys featured with your own
1:51.0	voices showing what you'd like to hear about. So please send those in. You can find that link
1:56.6	either on the Best Laid Plans page if you scroll down or I'm trying to put it into each of
2:00.7	the show notes pages as well. So if you scroll down or I'm trying to put it into each of the
	...

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