Is Organization Hurting Your Financial Future?

The Life Planning 101 Podcast · Jan 18, 2016 · 21m

Ted was savvy with numbers and kept all his personal finances extremely organized. He was a successful middle class American and had several accounts set up, each with a purpose. There was an account dedicated to saving money to buy his next car, an account for emergency funds, an account for the grandkids, and various investment accounts. Ted was also...