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How To Use Economics, Automations, and Context for Private Finance

Table of Contents


Three Automations to Enhance the Move of Cash in Your Life

by Michael Reynolds, Elevation Financial LLC

Doing all of the “proper” issues with cash generally is a problem. And spoiler alert: there is no such thing as a one “proper” factor.

Intellectually, we all know what is going to assist us obtain success. Lower your expenses. Keep away from debt. Put money into retirement accounts. Price range. The checklist goes on and on.

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How A lot to Save in 2023

by Eric Roberge, Beyond Your Hammock

Right here’s our 4-step framework that can assist you hone in on a financial savings charge that’s best for you.

If you happen to ask 10 totally different individuals how a lot to avoid wasting per 12 months to set your self up for a safe monetary future, you’ll most likely get at the very least 15 totally different solutions. Speak about complicated!

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A High Economist’s Tackle Private Finance With Dr. Laurence Kotlikoff

by Grant Bledsoe, Three Oaks Wealth

Economics applies to each business on the particular person, nationwide, and world stage. On this week’s episode, we’ve got a distinguished visitor who’s on a mission to make economics helpful in any respect ranges. Dr. Laurence Kotlikoff is an economics professor at Boston College. He’s additionally the creator of Cash Magic, a private finance e book written from an economist’s standpoint. At present’s podcast examines his e book and monetary outlook, which often counters typical financial theories. All through the podcast, he shares his expertise in dealing with private monetary choices whereas additionally discussing some insightful observations in regards to the state of our nation.

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Cash Is Not a Math Downside: How Utilizing Numbers Alone Results in Irresponsible Planning

by Eric Roberge, Beyond Your Hammock

“It’s irresponsible to make use of math alone to construct a monetary plan,” says the Licensed Monetary Planner with a bachelor’s diploma in finance and accounting from the number-one entrepreneurship school within the nation.

Wait, what?

[Listen to the Podcast]


Following together with the blogs of monetary advisors is an effective way to entry invaluable, academic details about finance — and it doesn’t value you a factor! Our monetary planners like to share their information and assist everybody no matter age or belongings.

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