Organizing Your Finances - Episode 170

Summary:

Best selling author Kim Butler and co-host No B.S. Money Guy Todd Strobel share tips about organizing your finances.

Tune in to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at hello@partners4prosperity.com and we may answer it in an upcoming episode.

 

Links in this Episode:

Kim’s book and audiobook - Financial Planning has FAILED

Submit your questions hello@partners4prosperity.com

 

Show Notes:

00:00 Introduction

00:30 Today’s topic: Organization Your Finances

01:12 Preparing before you take action

03:29 Why it’s important to take time to get organized with your finances

04:33 Managing the emergency and opportunity money

05:04 Many people are unorganized with their IRA’s and 401k’s

07:15 What Kim does to get prepared for her taxes

09:53 Is a tax refund a good thing?

12:52 A financial advisors role in many cases is to make the dollars you already have more efficient without sacrificing lifestyle

14:14 Kim’s gift of an ebook and audiobook - Financial Planning has FAILED