HELPING YOU ACCOMPLISH FAR MORE THAN YOU EVER THOUGHT POSSIBLE WITH YOUR PERSONAL FINANCES
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THE LATEST FROM MY BLOG
We are more than halfway through June and it is HOT outside! I am sure many of you have plans to go on a vacation to the beach this year and it is my hope that you have planned your spending using the Mini Budget Tool. However, if you already went on vacation and overspent…Read More
Last week, we talked about a Written Will which basically states what you want to happen to you and your assets after you die. But what happens while you are still alive with a terminal condition and are unable to speak for yourself? In this case, you need a Living Will. You need to have…Read More
What do you want to happen when you die? Because someday, you will die. Have you taken the time to put together a written will that explains clearly what you want to happen to your estate when you die? I think a lot times we put this planning off because we do not want to…Read More
Do you know the details of all of your important accounts? I mean REALLY know the details? What type of account is it? Is there an account number? Where is it held? What is the value? Do you owe debts on it? Is there a password needed to access the account online? I’m guessing…Read More
In Episode 12 we’re focusing on Estate Planning. While it might not sound like too much fun, Joe has some very important information to share with you and will answer the question, “Other than my retirement account (which isn’t much to brag about), I don’t have a ton to leave to my family. Is Estate…Read More
It’s June and summer vacations are coming up quick! Have you taken the time to plan out your summer vacation budget? If not, take a couple minutes to utilize our Mini-Budget tool that can be found HERE on our wildly popular website I Was Broke. Now I’m Not. Our Mini-Budget is similar to our regular…Read More
Joe is a leading teacher of personal finances. It is his passion to help people accomplish far more than they ever thought possible with their personal finances.
Joe is a graduate of Purdue University (BS Mechanical Engineering) and Clemson University (MBA). He is the author of several books and has been featured in Money Magazine. He has been privileged to share his passion with hundreds of thousands of people throughout North America through Financial Learning Experiences, personal finance messages and one-on-one financial coaching sessions.