Latest / The Investing for Beginners Podcast - Your Path to Financial Freedom
AAR11 - Monthly Financial Check-Ins
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…
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