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 practical advice for making these reviews efficient and less intimidating.
The episode concludes with a motivational reminder that financial freedom is built incrementally through wise, informed decisions.
00:00 Introduction and New Microphone
00:21 Importance of Financial Check-Ins
02:23 Defining Financial Check-Ins
05:01 Consequences of Not Having Financial Check-Ins
10:55 Personal Financial Check-In Practices
22:16 Common Barriers to Financial Check-Ins
30:29 Conclusion and Viewer Engagement
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
Have questions? Send them to Evan at evan@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
