Alegre

Episode #63 07/18/2024 How and Why You Might Want to do a Family Fiscal Year-End and Chatting About Preparing Our Kiddos For the New School Year

Informações:

Sinopsis

Every July, Alegre enters numbers into a spreadsheet that she's been keeping for over 20 years. She calls it her Family Fiscal Year-End. It's how she tracks the "big picture" financial numbers that affect her family. It lets them know how they are doing on saving for retirement and paying off debt. It's also taught her how to have a long-term vision for her finances because it can be difficult to see the upward trajectory on a daily basis, but over the years, the ups and downs have a way of smoothing out into a consistent, upward trajectory that's exciting. We also talk about the run-up to the new school year which is about a month away, and how we are helping our kiddos prepare. Resources mentioned in this podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign-up for our mailing list and get our 1-page Stop Parental Burnout Cheat Sheet available at ⁠TinyURL.com/BYWDStopBurnout⁠ (This is the audio only portion of our weekly Thursday 9:30am PT/ 12:30pm ET weekly live stream. Subscribe to our Google calendar