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Money Management Systems [A Step-By-Step Setup]



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Savings, Checking, and Investing Accounts. It's a lot. To help, this episode is a logistical examination of how to put systems in place that help you balance your short-term and long-term spending goals—after all, “saving” is really just another name for “deferred spending,” and the ideal scenario we’d find ourselves in is one in which the money we need is available to us whenever we need it.

It’s my hope that after listening, you’ll have a solid understanding of how to structure all of your savings and investing and—most importantly—you’ll eliminate the fear that you’re “missing something.”


Mentioned in the Episode
- Atomic Habits by James Clear: https://jamesclear.com/atomic-habits

This Episode's Sponsors
To learn more about our sponsor, Capitalize, check out http://www.hicapitalize.com/moneywithkatie
To learn more about Betterment, visit https://betterment.com/moneywithkatie

00:00 Intro
05:23 Short-term and Medium-term saving
20:00 Long-term goals
24:00 Being proactive Paulas (& Pauls)

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#financialliteracy #savings #moneymanagement


Money Management Systems [A Step-By-Step Setup]
Category
Management
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