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SASM 002 – Super Skills for Rocking Daily Money Management

Smart and Simple MattersIn this episode of the Smart and Simple Matters (SASM) show, I tap into the amazing resources of a professional Daily Money Manager.

I'm consumed with getting the unglamorous nuances of day-to-day money matters right. And in pursuit of this, I'm happy to welcome Carole Evenchik – my go-to resource for all things Daily Money Management – to the SASM show.

In Carole's 30+ years in the financial industry, she's seen it all and has a wealth of experience to masterfully help her clients.

Through her business, EvenChecks & Balances, Carole helps seniors, busy professionals, non-traditional households, and everyone else under the sun. It's a gift to interview someone who can talk about the philosophy of a financially sound life and explain the practical steps for achieving one.

What You'll Learn

There's a ton of wisdom to absorb and take action on in this edition of SASM.

In this podcast episode you'll learn about:  

  • Why money works for some people and against others.
  • A story of joy and loss behind a $185,000.00 life insurance check.
  • Confidently managing debt when you're first starting out…and allowing yourself to still have fun.
  • How to move towards auto-pilot in your day-to-day finances.
  • Having a healthy relationship with money without understanding where your feelings about it came from.
  • Being empowered up to your capacity … and beyond.
  • The one question you need to ask to stick with a budget.

Resources and Items Mentioned in This Episode Include:

Topics

  • [02:33] Topics covered
  • [03:25] Carole's background and “the insurance bug”
  • [06:40] Her financial moment of truth at age 28
  • [08:25] A professional's definition of Daily Money Management and its principles
  • [13:45] Emotions and our relationship with money
  • [16:26] Empowering clients up to their capacity…and beyond
  • [19:59] Free resources for dynamite budgeting and personal finance
  • [25:42] Getting your money matters right when you're young and (maybe) foolish

Awesome Ways to Subscribe to the Show

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Transcript

I'm Grateful for Your iTunes Reviews!

If you enjoyed this specific episode or the Smart and Simple Matters show in general, I always appreciate when people go to the iTunes page and leave an honest review. Every single review is a huge help and received with gratitude!

If you want to make me incredibly thankful, like the people who have recently left an iTunes review, here are the four quick steps (assuming iTunes is already installed):

  1. Visit the Smart and Simple Matters iTunes page here: http://itunes.apple.com/us/podcast/value-simple-podcast-joel/id545208089
  2. Click the blue button on the left labeled “View in iTunes” below the cover art of the show
  3. When iTunes loads, scroll down below the “Customer Reviews” section and click the link labeled “Write a Review”
  4. Write a review with whatever title you like, whatever length you have time for, and give the show an honest rating. If you don't think it deserves five stars, don't rate it as a five star show.

And if you have someone or something you'd like us to cover on an upcoming show, tell us in the comments below.