In this episode, Julina addresses one of the most important financial concepts that most choose to ignore, how to build a budget. She uses a simple rule of thumb to create guidelines to make a budget work for you. The concept is 50/30/20, she reviews these 3 pieces and explains why the 20 is the most important, and may be the most difficult to manage.
Let’s stop thinking about budgets as a feeling of deprivation and focus on the discipline.
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Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180
