In this episode, Evan Raidt introduces Dave Ahern, a former bank manager turned investing mastermind, to discuss the importance and benefits of monthly financial check-ins.
They delve into the reality that many people lack regular financial check-ins and how this negatively impacts their financial stability.
The episode outlines what a financial check-in involves—budgeting, tracking investments, and planning for future expenditures—and emphasizes the importance of communication for financial health, especially among couples.
Evan and Dave also share their personal check-in routines, offering practical advice for making these reviews efficient and less intimidating.
The episode concludes with a motivational reminder that financial freedom is built incrementally through wise, informed decisions. 00:00 Introduction and New Microphone 00:21 Importance of Financial Check-Ins 02:23 Defining Financial Check-Ins 05:01 Consequences of Not Having Financial Check-Ins 10:55 Personal Financial Check-In Practices 22:16 Common Barriers to Financial Check-Ins 30:29 Conclusion and Viewer Engagement
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
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What do Dave and Andrew recommend?
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Have questions? Send them to Evan at evan@einvestingforbeginners.com
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Apple | Spotify | YouTube | Amazon | Published on 3 months, 3 weeks ago
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