Life Kit Refresh your budget with these simple finance tips
26 snips
Jan 2, 2024 
Rita Soledad Fernandez Paulino, CEO of Wealth Para Todos and a money and self-care coach, joins to share expert budgeting insights. She emphasizes reevaluating spending habits to reflect personal values in the new year. The discussion highlights the interplay between self-care and financial health, introducing the DIVERSE framework for well-being. Listeners learn practical strategies for balancing short-term desires with long-term goals and refreshing their budgets to navigate life changes while maintaining financial stability.
AI Snips
Chapters
Transcript
Episode notes
Budget Refresh
- Review bank and credit card statements to understand spending habits.
- Decide if spending aligns with goals, adjusting for self-care or debt payments.
Self-Care Analysis
- Analyze spending on self-care across seven categories (D.I.V.E.R.S.E.).
- Prioritize self-care expenses to boost resilience and achieve financial goals.
Expense Breakdown
- List fixed monthly expenses (rent, utilities) and consider adjustments.
- Track variable expenses (groceries, gas) and set spending targets aligned with self-care.