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Contenido proporcionado por Catholic Financial Planners Network. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Catholic Financial Planners Network o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Escaping the Paycheck to Paycheck Cycle | Phil Francois

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Manage episode 385082626 series 2864079
Contenido proporcionado por Catholic Financial Planners Network. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Catholic Financial Planners Network o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Phil joins us from Foundation Wealth Planning in Salina, Kansas. He’s also a member of the Catholic Financial Planner Network, integrating his faith with his financial practice. With 8 years experience at a large financial firm, Phil left to start his own practice about 2 years ago. One of his major focuses has been to help families and businesses break the paycheck to paycheck cycle by tackling debt obligations, living expenses, and saving for the future.

In this episode, Ben and Phil discuss how to change your perspective on your finances, a variety of budgeting solutions, and how surprised you might be by your expenditures once you start budgeting. Phil highlights a few ways you can get the ball rolling, motivating you to keep going. If you’re wondering where your paycheck is going and want to learn how to get out of this cycle, this episode is for you.

Key Takeaways:

  • Take ownership and honestly consider your financial reality.
  • Your situation isn’t always as bad as you might think - there’s a way out!
  • The only way to know how much you’re spending is to track it.
  • How keeping a budget can help you adjust to the rising cost of living.
  • You need a plan for cutting expenses AND earning more money.
  • How to use your resources to advance your financial goals.

Mentions

🌐 Website: https://www.foundationwealthplanning.com/

👉🏼 LinkedIn: https://www.linkedin.com/in/phil-francois1/

📚 Vertex 42: https://www.vertex42.com/

📚 EveryDollar: https://www.ramseysolutions.com/ramseyplus/everydollar

📚 Monarch: https://www.monarchmoney.com/

📚 Tiller: https://www.tillerhq.com/

📚 YNAB: https://www.ynab.com/

📚 WalletWin: https://walletwin.com/

📚 Catholic Compass: https://compasscatholic.org/

📚 Catholic Financial Planners: https://www.catholicfinancialplanners.com/

More of Catholic Money Mastermind:

https://www.catholicfinancialplanners.com/

Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Are you looking to hire an advisor? Browse our members.

Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.

  continue reading

41 episodios

Artwork
iconCompartir
 
Manage episode 385082626 series 2864079
Contenido proporcionado por Catholic Financial Planners Network. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Catholic Financial Planners Network o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Phil joins us from Foundation Wealth Planning in Salina, Kansas. He’s also a member of the Catholic Financial Planner Network, integrating his faith with his financial practice. With 8 years experience at a large financial firm, Phil left to start his own practice about 2 years ago. One of his major focuses has been to help families and businesses break the paycheck to paycheck cycle by tackling debt obligations, living expenses, and saving for the future.

In this episode, Ben and Phil discuss how to change your perspective on your finances, a variety of budgeting solutions, and how surprised you might be by your expenditures once you start budgeting. Phil highlights a few ways you can get the ball rolling, motivating you to keep going. If you’re wondering where your paycheck is going and want to learn how to get out of this cycle, this episode is for you.

Key Takeaways:

  • Take ownership and honestly consider your financial reality.
  • Your situation isn’t always as bad as you might think - there’s a way out!
  • The only way to know how much you’re spending is to track it.
  • How keeping a budget can help you adjust to the rising cost of living.
  • You need a plan for cutting expenses AND earning more money.
  • How to use your resources to advance your financial goals.

Mentions

🌐 Website: https://www.foundationwealthplanning.com/

👉🏼 LinkedIn: https://www.linkedin.com/in/phil-francois1/

📚 Vertex 42: https://www.vertex42.com/

📚 EveryDollar: https://www.ramseysolutions.com/ramseyplus/everydollar

📚 Monarch: https://www.monarchmoney.com/

📚 Tiller: https://www.tillerhq.com/

📚 YNAB: https://www.ynab.com/

📚 WalletWin: https://walletwin.com/

📚 Catholic Compass: https://compasscatholic.org/

📚 Catholic Financial Planners: https://www.catholicfinancialplanners.com/

More of Catholic Money Mastermind:

https://www.catholicfinancialplanners.com/

Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Are you looking to hire an advisor? Browse our members.

Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.

  continue reading

41 episodios

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