Posts in Balance Sheet
Finding a Financial Advisor: 15 Questions to Ask a Financial Advisor Candidate [Podcast]

In this special mid-week edition, host Roger Whitney gives you a framework for how to interview  financial advisor candidates and 15 questions you should ask to help choose the right one.

Read More
#2: How to Use Your Net Worth Statement to Manage Your Financial Life [Podcast]

Do you struggle to make financial decisions because you can't get a handle on all the complexities of your life?  In this episode's PLAN WELL segment, I show you how to use a net worth statement to make more informed financial decisions.

Read More
How Do You Navigate the Puzzle of Your Financial Life?

Most of us make decisions based on each opportunity or need as it presents itself. To make smart financial decisions, you need a clear understanding of the “opportunity cost” of other possible choices.

Read More
Hate to Budget? Here's a Free Worksheet to Help You Manage Your Lifestyle

The idea of budgeting is valid. It is foundational for creating wealth. It can help you capture excess income for savings, investment or to pay off debt.

Read More