Join Shannon Smit, an expert in taxes, financial advice, and wealth building strategies, as she shares invaluable insights into setting and achieving your financial goals. Gain a deeper understanding of budgeting, managing income and expenses, and balancing immediate needs with long-term goals. Shannon's advice and examples will help you make informed financial decisions and stay connected to your goals, ensuring a financial future you are committed to work towards.
From understanding the significance of financial goal setting to practical budgeting tips and the Three Buckets Approach for managing finances, Shannon's expertise will guide you on your wealth-building journey. Whether you're a business owner or an individual looking to make the most of your money, this episode offers a roadmap for financial stability and success.
NOTE: The budget spreadsheet requires Excel 2003 and above. Click to ENABLE Macros.
If you would like to see a recorded demo of our detailed 12-month personal budget worksheet so you know how you can effectively use
this tool yourself,
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here.
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In this episode of The Accountant That Builds, Shannon's expert advice will help you make informed financial decisions and stay connected to your goals, ensuring a financial future you are committed to work towards.
