AAR11 - Monthly Financial Check-Ins
The Investing for Beginners Podcast - Your Path to Financial Freedom · By Andrew Sather, Stephen Morris, and Evan Raidt | Stock Market Guide to Buying Stocks
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Show Notes
In this episode, Evan Raidt introduces Dave Ahern, a former bank manager turned investing mastermind, to discuss the importance and benefits of monthly financial check-ins.
They delve into the reality that many people lack regular financial check-ins and how this negatively impacts their financial stability.
The episode outlines what a financial check-in involves—budgeting, tracking investments, and planning for future expenditures—and emphasizes the importance of communication for financial health, especially among couples.
Evan and Dave also share their personal check-in routines, offering practical advice for making these reviews efficient and less intimidating.
The episode concludes with a motivational reminder that financial freedom is built incrementally through wise, informed decisions. 00:00 Introduction and New Microphone 00:21 Importance of Financial Check-Ins 02:23 Defining Financial Check-Ins 05:01 Consequences of Not Having Financial Check-Ins 10:55 Personal Financial Check-In Practices 22:16 Common Barriers to Financial Check-Ins 30:29 Conclusion and Viewer Engagement
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Have questions? Send them to Evan at [email protected]
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