Summary:
Best selling author Kim Butler and co-host No B.S. Money Guy Todd Strobel share tips about organizing your finances.
Tune in to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at hello@partners4prosperity.com and we may answer it in an upcoming episode.
Links in this Episode:
Kim's book and audiobook - Financial Planning has FAILED
Submit your questions hello@partners4prosperity.com
Show Notes:
00:00 Introduction
00:30 Today's topic: Organization Your Finances
01:12 Preparing before you take action
03:29 Why it's important to take time to get organized with your finances
04:33 Managing the emergency and opportunity money
05:04 Many people are unorganized with their IRA's and 401k's
07:15 What Kim does to get prepared for her taxes
09:53 Is a tax refund a good thing?
12:52 A financial advisors role in many cases is to make the dollars you already have more efficient without sacrificing lifestyle
14:14 Kim's gift of an ebook and audiobook - Financial Planning has FAILED
