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Episode Info: Today we’re talking about how you two can really review the big picture and make sure you hit YOUR big money goals! Financial Check-ups   The first half of this year is about over, so how are you guys doing right now? It’s funny how time seems to speed up and slow down. Looking back we have had some big ups and downs in the past four or so weeks, both financially and in our lives. Last month our adorable cat had some seisures and other issues and in a span of week – if that – he went from sick to passing away. It was so fast, the vets were trying to figure out what happened. And because a few issues, we just got his remains last week and paid his final expenses. Thankfully we have savings, but between emergency hospital exam, tests, and his vet visits, it definitely was pricey. Besides that weight, we had good things to celebrate. We were invited to two baby showers and then last weekend we went to two graduation parties. And of course, they are bunched together. But that’s life, right? At least for us. And I find it so easy to let certain things slip by because there are more pressing or immediate things happening. The danger is by focusing only on the thing right in front of you, that you miss important stuff. I don’t think money is the most important thing. I do however realize that much of our day to day and long term goals need us to be on top on our finances. We should have a game plan for our money and a system that allows us to put in place so when things come up – and they will- our finances keep chugging along. Which is why I’m so glad Cathrine Bryant is joining in today’s episode. She’s a financial advisor at Coastal Wealth Management. In this episode we’ll discuss: Getting a financial snapshot and prioritizing which goal or two is your focus Setting up a system to both track your money and getting into a habit of money dates Finding a financial planner when you need a check-up with a professionalHope you enjoy! Resources to Stay on Top of Your Money Want some help staying on top of your money? Here are some resources to make managing your money much easier! Best Budget and Money Apps: Personal Capital, Tiller, MintGrow Your Stash Faster: High Yield Savings with CiT BankAutomatic Saving: QapitalJumpstart Your Marriage and Your MoneyHow to Find the Right Financial Advisor for You5 Powerful Financial Goals for Couples to Build Their Marriage and WealthHow to Find a Financial Planner You Can TrustMaking Sure Your Family Financial Goals Fit YouBuild Your Marriage & Wealth with Money DatesThank You to Our Sponsor Coastal! Support for this podcast comes from Coastal Credit Union! If you’re living in the Raleigh Durham area and looking to bank better, come check out Coastal today. If you want to be better prepared financially, please consider Coastal’s Retirement Planning Program! Support the Podcast! Th...
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