Financial Vitals: Save, Spend and Give Ratio
Media Type |
audio
Categories Via RSS |
Business
Careers
Investing
Publication Date |
Jul 22, 2023
Episode Duration |
00:14:56

Once you clarify your values, financial vitals are used similarly to health vitals to quickly check if you are making progress toward your goals and what’s most important to live a better life. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how to measure specific financial vitals based on your values.

Topics Discussed:

• Save, Spend, Give Ratio: Percentage-wise, where is your money going? • True Spending: Budget is always underestimated; total spending is more realistic • Strategy: DIY vs. work with financial planners, others to calculate numbers • Key to Success: Quick financial vitals checks measured against your values

Links: https://financeforphysicians.co/

https://financeforphysicians.co/contact/  

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