Peanut Butter and Expense Planning

Our entire episode today is based on a meme that says: “You haven’t experienced true heartbreak until you've measured out a single serving of peanut butter.” It can be pretty depressing to see how what 200 calories of peanut butter really looks like, but we’ll tie it all into expense planning on today's show.

 

Your Guide:

We have a business coach, and they asked what we want to improve upon. We explained that everything’s good in our personal life and business, but we’ve lost focus on our health and fitness.

We were disciplined in business, but we had trouble applying that same discipline to nutrition. We are now on a 12-month program that tracks our weight and everything we eat.

It was depressing to see that a serving of peanut butter is two tablespoons. This can relate to your finances and expense planning. The process of going through all your finances, like tracking what calories you eat, can be difficult, but it will help you reach your goals.

You need an accurate assessment of where you are to make good decisions. It’s better to have an itemized list of your expenses rather than ballpark numbers.

Find out how we can build a financial plan for your different phases of life and help keep you on track. Listen to the entire show and use the timestamps below to find specific segments.

[1:45] – Peanut butter

[5:54] – Expense planning

[8:34] – Itemized expenses

[9:36] – Travel and experiences

[11:10] – Psychological

Thanks for checking out the Your Retirement Elevated Podcast. We’ll talk to you again on the next show.

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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