NerdWallet's Smart Money Podcast
Expert Budgeting and Spending Tips from a Live Financial Planning Session (Video Episode)
Aug 12, 2024
In this engaging conversation, certified financial planner Magda Doemeny guides listener Brinker, who struggles with budgeting and debt management. They dive into Brinker’s financial upbringing and her challenges, revealing the impact of lifestyle choices. Magda shares actionable strategies for tracking spending, creating a budget, and prioritizing debt repayment. They explore how to conquer impulsive spending and achieve financial goals, offering practical tips that anyone can emulate for better money management.
34:00
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Quick takeaways
- The episode emphasizes the value of personalized financial planning, showcasing how tailored advice can address specific spending challenges and foster better money management.
- Strategies such as leveraging budgeting apps and establishing emergency savings highlight the importance of tracking spending and overcoming impulsive financial behaviors.
Deep dives
Financial Planning Insights
The episode features a unique financial planning session with a listener, allowing for personalized advice rather than general tips. The certified financial planner introduces the concept of affordable financial planning memberships, emphasizing the accessibility of professional financial guidance for a low monthly fee. The session demonstrates how tailored financial advice can help individuals understand their financial situations more clearly and can lead to actionable steps to improve their finances. By facilitating real-life financial discussions, the episode highlights the importance of seeking expert help to navigate complex financial landscapes.
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