Are You Budgeting for Retirement or Just Tracking Your Spending?

What is your biggest challenge/problem with money?

[Ep 197]

In this episode you'll learn:

• Why budgeting for retirement still feels stressful for many GenXers, even when they're using a budget or money app.
• The biggest mistake people make when preparing for retirement: tracking spending without goals and a system to move their money toward those goals.
• How to tell if your current budgeting is working as you plan for retirement, and the three things it should be showing you.
• A simple way to start budgeting for retirement with a complete money system that gives you a clear path toward the retirement you want.

Episode Highlights

00:00 Episode Focus

00:40 What Is A Money System

01:53 Apps and Spreadsheets Limits

02:51 System Guides Money to Goals

04:55 Tracking Metrics That Matter

07:12 Real Client Wins Proof

09:59 Three Signs It Works

12:18 Keep It Simple and Next Steps

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