Money Date: Three Buckets

Money Date: Three Buckets

Money Date: Three Buckets

What is the Money Date? A weekly time to check in. 3 things we review and update: 
1. Spending
 2. Earning
 3. Savings

Watch this episode of Money Date as Anna talks about the three buckets concept. This recording and video aligns with last week’s blog post on the same topic: Three Buckets for Savings & Investments.

 

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I’m Anna Sergunina, CFP®, President & CEO of MainStreet Financial Planning, Inc. For over 20 years, I’ve helped families prepare for retirement with clarity and confidence — simplifying money decisions so they can enjoy the life they’ve worked hard for. Outside of work, I’m a mom of two, always balancing family life with my passion for guiding others toward financial freedom.

Get Started with Anna’s team

Stay updated on future articles, shows, and podcasts