Archive for January 2008

Chance For A FREE Copy of My Book!

Rob Singleton, pastor of Southbrook Church in Weddington, NC (Charlotte), is giving away a copy of my book to the person with the best "funniest/dumbest financial decision you ever made" story.  There are LOTS of great stories that are there right now – it is worth the visit to read them!

You can click HERE to read his post, read others' stories, and share your own story!  You might just win the book!

You can order your own copy of I Was Broke. Now I'm Not HERE.













Financial Software – Part 1

Welcome to the latest series at – Financial Software!

One of the keys to maximizing your financial potential is to GET ORGANIZED.  Organization helps in so many ways.  It helps ensure that bills are paid on time, helps you locate a financial record swiftly, and allows you to focus on "doing" instead of "searching".

I am a huge fan of financial software, and in this series I will be reviewing different types of software that is available.

I personally use Microsoft's Money Software.  Microsoft recently changed the name of their Microsoft Money software to Microsoft Money Plus.

I have used Microsoft Money software since 2000.

The top reasons I use this software are:

  • Ease of use  Above everything else, financial software needs to be straight-forward and easy to use.  Microsoft Money is exactly that for me.
  • Multiple Accounts  I can manage multiple bank accounts and investment accounts within the same program
  • Reports It has tons of built-in reports that allow me to see where my money is going!
  • I always know exactly how much money is in all of my accounts!  This alone is worth the entire cost.  I know my balance to the exact penny, and I know if a transaction has cleared the bank or not.
  • When I earn or spend money, I am able to categorize the transaction.  For instance, when I pull out money for my cash envelopes, I am able to split the transaction into multiple categories.  Let's say I pull out $600.  I can split the cash withdrawal into the different categories I will use the money for – $300 for groceries, $100 for clothes, $100 for spending money, and $100 for restaurants.

In the next part of this series, I will share how I use Microsoft Money to better manage my money.

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More FLEs and FFEs – Coming Near You?

I am FIRED UP to announce some additional dates/locations for the Financial Learning Experience and Financial Freedom Experience!

The Financial Learning Experience will be at:

February 17, 2008  Pine Ridge Church  Burlington, NC

March 9, 2008  Hyde Park Baptist Church  Lumberton, NC 

April 16, 2008  Oak Leaf Church  Cartersville, GA 



The Financial Freedom Experience will be at:

February 29 & March 1  Gateway Community Church  Goldsboro, NC


I can't wait to make some more announcements in the very near future!

Interested in hosting a Financial Learning Experience or Financial Freedom Experience?  Contact me HERE!

Comment from today’s post …

Written by someone who left their name as "I'm not bitter or anything":

"Our economy, the largest in the world, is driven by consumer spending. I say that you and Dave Ramsey have crusaded us right into a recession with your message of paying off your debts instead of taking that vacation and buying a 60″ flat screen when you get home – all courtesy of the Visa card.

I hope you're happy with yourself and can sleep at night as my 401k has now become a 301k."

Hmmmmmmmmmmmmmm …

Readers:  What are your thoughts?

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