What are your Money Rules?
What is the Money Date? A weekly time to check in. 3 things we review and update: 1. Spending 2. Earning 3. Savings
In this episode of the Money Date, Anna reviews money rules: rules she suggests clients need to follow in order to have a successful financial plan. She’ll cover the importance of having a strong handle on income and expenses, the need to simplify your finances, a focus on creating income, and establishing savings goals.