AAR18 - Having a Budgeting Breakthrough with Kathy Tomes
The Investing for Beginners Podcast - Your Path to Financial Freedom
Using Budget Breakthrough Across Ages and Goals
Kathy describes diverse users—from recent grads to retirees—who apply the spreadsheet to save, invest, and plan lifestyle shifts.
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!
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to Evan at evan@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
The AI-powered Podcast Player
