In 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:
- Website: Mint.com
- Website: Society of Financial Service Professionals
- Website: American Association of Daily Money Managers
- Personal Finance Product: Quicken
- Author: Ruth Hayden (recommended by Carole but not discussed)
- Newsletter: Value of Simple
- Carole's Website: EvenChecks & Balances
- [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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I'm Grateful for Your iTunes Reviews!
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