Good Financial Reads: Money Management & Financial Success

Money Management and Financial Success

Cash is NOT King

by Michael Schupak, Schupak Financial Advisors

Many of us have witnessed it. That couple with the huge house, nice car and latest electronics. Then one day, the gig is up. The car is repossessed and the house is foreclosed. Sometimes they see it coming, and other times they don’t. There can be a variety of reasons that lead to the financial demise of this family, but today, I’ll discuss how you can avoid being fooled with respect to your wealth position. 

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Align Your Money with Your Values: Put Your Money Where Your Mouth Is

by Dan Andrews, Well-Rounded Success

Every person has limited resources and it’s challenging to be intentional with how you distribute your time, treasure, and talent. There are plenty of distractions out there for your attention and your hard-earned dollars. My question for you, do you have a system to help you make better decisions on how to spend your time, treasure, and talent?

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How to Set Better Money Goals

by Dan Andrews, Well-Rounded Success

S.M.A.R.T. is an acronym for:

  • S   –  Specific: you state the task you want to accomplish
  • M  –  Measurable: your progress can be tracked
  • A  –  Attainable: your goal can be realistically achieved with your resources and time
  • R  –  Relevant: your goal excites you and is worthwhile
  • T  –  Time-Oriented: you have a deadline for this goal

Instead of a goal stating, “I want to start saving more money,” an example of a S.M.A.R.T. goal reads like, “I will save $500 in my savings account in one month.”

[Watch the Video]

 

How to Balance Spending Today with Saving for Tomorrow

by Eric Roberge, Beyond Your Hammock

In this very first episode of our brand new podcast, we want to kick off the conversation by looking at three essential elements of financial success: Balance, Intention, and Focus. Over the first three episodes of the show, we’ll take a look at each of these in turn and reveal what they mean in context of your money — and how you can put the idea of each into practice to enjoy more success in your financial life.

[Listen to the Podcast]

 

The Art of Being Intentional with Your Money

by Eric Roberge, Beyond Your Hammock

Episode #002 of Beyond Finances is all about making intentional decisions with your money and in your life. We explain what it takes to be intentional, how to think through financial choices both big and small, and how this whole process hinges on understanding what you value.

[Listen to the Podcast]

 

Focus on What You Can Control

by Eric Roberge, Beyond Your Hammock

Episode #003 of Beyond Finances takes a dive into the importance of focus — and specifically, the ability to focus on what you can control. There’s a lot of noise and distraction out there, which means finding financial success requires you to zero in on what really matters. And once you find that, you then have to go a step further and sort through what’s in your power to do something about, and what you may need to let go of.

[Listen to the Podcast]


Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

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