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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Manage episode 113114198 series 30339
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#155: How much attention do you really need to give to managing personal finances? Here are 10 ways we pay attention to our money - and most of it doesn't involve a lot of time: Always: Check remaining budget balances before spending. Daily: Enter transactions into your checkbook/software/YNAB Monthly: Balance checkbook/YNAB Monthly: Set up budget (again, we use YNAB) Quarterly: Review investments and retirement plans Annually: Rebalance portfolios and contribution amounts Annually: Reassess emergency fund balances Tax Season: Review "giving" categories Occasionally: Think of money-saving ideas as they come up (cell phone, irregular purchases, etc) Life Events: Health, Car, and Life Insurance annually or when there is a life event (job change, new vehicle, pay raise, etc…) Have I left anything out? Leave me a note at https://moneyplansos.com/10-ways-we-pay-attention-to-money-mpsos155/
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