AAR18 - Having a Budgeting Breakthrough with Kathy Tomes
The Investing for Beginners Podcast - Your Path to Financial Freedom
Building a Dynamic Spreadsheet for Life Goals
Kathy details how she programmed formulas to forecast goals, then expanded the tool for renovations, travel, and business planning.
You can find Evan's custom spreadsheet by going to http://Einvestingforbeginners.com/homebuying
On this episode of 'At Any Rate,' host Evan Raidt welcomes Kathy Tomes, creator and host of 'Budgeting Breakthrough.' They discuss making sustainable financial changes, Kathy’s personal financial awakenings, and the development of her Budgeting Breakthrough system.
Key topics include the importance of financial planning, emotional aspects of money management, the power of automation, and tips for maintaining financial discipline.
Kathy also shares insights into using her budgeting tool for achieving various financial goals and why investing in financial tools can outweigh their costs.
The episode emphasizes the concept of financial freedom through consistent and mindful financial habits. 00:00 Welcome and Introduction 00:06 Meet Kathy Tomes: Budgeting Expert 00:41 Kathy's Financial Awakening 03:03 The Birth of Budget Breakthrough 04:41 Automation and Financial Beliefs 05:47 Prioritizing Financial Freedom 10:06 Sustainable Financial Changes 12:04 The Origin of Budget Breakthrough 17:30 Using Budget Breakthrough for Various Goals 19:13 Client's Retirement Lifestyle Shift 20:27 Personal Financial Rituals 21:10 Vision Budgeting and Manifesting 24:40 Budgeting Tools and Techniques 30:57 Credit Card Management Strategies 34:22 Investing in Financial Tools 37:23 Conclusion and Resources
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Unlock the habits and tools for real financial transformation—start your today with Kathy at budgetbreakthrough.com!
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Have questions? Send them to Evan at evan@einvestingforbeginners.com
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