skinny.

Latest / Cheques and Balances

Step By Step Guide: How Financial Advisers Budget Their Money | Episode 285

In this episode of The Takeover, Jess and Mikayla break down how they manage their own budgets, offering a step-by-step guide to structuring finances. They discuss the 50/30/20 rule, unexpected expenses, and strategies for automating bills and setting up smart spending buckets. Plus, they highlight the importance of balancing savings with spending and creating a budget that actually works in real life.

Learn more about PocketSmith here

This episode is proudly sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partners Life⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

For more money tips follow us on…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.