• Ep 23 - Financial planning DIY - Cash Flow

  • 2022/04/07
  • 再生時間: 9 分
  • ポッドキャスト

Ep 23 - Financial planning DIY - Cash Flow

  • サマリー

  • We kick off the DIY Financial Planning series with Cash Flow;  where is your cash flowing to once it comes into your account?
    .
    I know, this is not very exciting and maybe daunting to do, but it's so necessary!  Not to make you feel bad about how you spend your money, but to manage the money that comes to you.
    .
    Money is hard-earned and it likes to be managed, that is a sign of appreciation for it and gratitude, which means you'll get more of it.
    .
    There are several benefits starting with Cash Flow:
    1.  You'll see subscriptions you no longer use but have forgotten to cancel
    2.  You'll see categories of spending and their amounts
    3.  You'll change what's not important to you
    .
    Micro-Actions  -->  Week 1
    1.  Download activities from all accounts for 1-4 months in CSV (Excel) format
    2.  Put all activities into one spreadsheet
    .
    Micro-Actions  -->  Week 2
    1.  Download the Cash Flow Analysis Template
    2.  In the spreadsheet put the category name. For example, Groceries, Dining Out, or Shopping
    3.  Sort the spreadsheet by the category column and sum up the dollars related to each category and put it in the template
    .
    Did you see any patterns?  Any spending that doesn't resonate with who you are today?

    Cash Flow Analysis Template
    https://mailchi.mp/radiantwealthplanning/cashflow

    ********************************************

    Want more information about RADIANT Wealth Planning?  Schedule an introductory meeting with Randa @  https://go.oncehub.com/MeetGreet

    https://www.RADIANTWealthPlanning.com

    Randa@RADIANTWealthPlanning.com

    Instagram  @radiantranda
    Facebook  @ /RadiantWealthPlanning
    LinkedIn  @ randa-hoffman-ca
    YouTube @ RADIANT Wealth Planning, LLC

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あらすじ・解説

We kick off the DIY Financial Planning series with Cash Flow;  where is your cash flowing to once it comes into your account?
.
I know, this is not very exciting and maybe daunting to do, but it's so necessary!  Not to make you feel bad about how you spend your money, but to manage the money that comes to you.
.
Money is hard-earned and it likes to be managed, that is a sign of appreciation for it and gratitude, which means you'll get more of it.
.
There are several benefits starting with Cash Flow:
1.  You'll see subscriptions you no longer use but have forgotten to cancel
2.  You'll see categories of spending and their amounts
3.  You'll change what's not important to you
.
Micro-Actions  -->  Week 1
1.  Download activities from all accounts for 1-4 months in CSV (Excel) format
2.  Put all activities into one spreadsheet
.
Micro-Actions  -->  Week 2
1.  Download the Cash Flow Analysis Template
2.  In the spreadsheet put the category name. For example, Groceries, Dining Out, or Shopping
3.  Sort the spreadsheet by the category column and sum up the dollars related to each category and put it in the template
.
Did you see any patterns?  Any spending that doesn't resonate with who you are today?

Cash Flow Analysis Template
https://mailchi.mp/radiantwealthplanning/cashflow

********************************************

Want more information about RADIANT Wealth Planning?  Schedule an introductory meeting with Randa @  https://go.oncehub.com/MeetGreet

https://www.RADIANTWealthPlanning.com

Randa@RADIANTWealthPlanning.com

Instagram  @radiantranda
Facebook  @ /RadiantWealthPlanning
LinkedIn  @ randa-hoffman-ca
YouTube @ RADIANT Wealth Planning, LLC

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