Join Sarah, Jon, and Dan as they tackle part 2 of investing. We talk about what you might want to invest your money in and different strategies you can research.

Disclaimer:
The information provided in this podcast is for educational and informational purposes only and should not be construed as financial advice. The content is based on personal opinions and experiences and may not be suitable for your individual financial situation. We recommend consulting with a qualified financial advisor or conducting your own research before making any financial decisions. The hosts and guests of this podcast are not liable for any losses or damages that may arise from following the information presented. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results.

Join Sarah, Jon, and Dan as they lay the foundation for a conversation about investing. We discuss the types of accounts, different brokerage options, and types of securities you might buy.

Join Sarah, Jon, and Dan to hear about everything that didn't make the savings episodes. We talk about CD ladders and T-bills.

Disclaimer:
The information provided in this podcast is for educational and informational purposes only and should not be construed as financial advice. The content is based on personal opinions and experiences and may not be suitable for your individual financial situation. We recommend consulting with a qualified financial advisor or conducting your own research before making any financial decisions. The hosts and guests of this podcast are not liable for any losses or damages that may arise from following the information presented. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results.

Join Sarah, Jon, and Dan as they discuss the 20/30/50 rule, emergency funds, high yield savings accounts, and money markets.

Disclaimer:
The information provided in this podcast is for educational and informational purposes only and should not be construed as financial advice. The content is based on personal opinions and experiences and may not be suitable for your individual financial situation. We recommend consulting with a qualified financial advisor or conducting your own research before making any financial decisions. The hosts and guests of this podcast are not liable for any losses or damages that may arise from following the information presented. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results.

Join Sarah, Jon, and Dan as they talk about how to track your finances. Should you use an app or build your own? How often should you update your tracking? How do you look for trends?

2025 Budget Template

Apps Mentioned (not sponsored):
- YNAB (You Need a Budget): https://www.ynab.com
- Rocket Money: https://www.rocketmoney.com

Disclaimer:
The information provided in this podcast is for educational and informational purposes only and should not be construed as financial advice. The content is based on personal opinions and experiences and may not be suitable for your individual financial situation. We recommend consulting with a qualified financial advisor or conducting your own research before making any financial decisions. The hosts and guests of this podcast are not liable for any losses or damages that may arise from following the information presented. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results.

Join Sarah, Dan, and Jon as they walk through Sarah's spending habits (a.k.a. The Redacted Number).

Disclaimer:
The information provided in this podcast is for educational and informational purposes only and should not be construed as financial advice. The content is based on personal opinions and experiences and may not be suitable for your individual financial situation. We recommend consulting with a qualified financial advisor or conducting your own research before making any financial decisions. The hosts and guests of this podcast are not liable for any losses or damages that may arise from following the information presented. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results.

In this week's mini episode, Dan runs solo.
He has a couple of follow up items from the previous episode and takes you through how to analyze your spending habits.

Follow along and create your budget with our template. Make a copy and fill in your budget.
Google Sheet

• About the Show
• Link to Budget Template on Google Sheets

This is a short one!

On this episode, we walk through Sarah's copy of the budget template and see if there is any room to save money on her non negotiable expenses. Join us as we run through the numbers and have a few laughs.