Category Archives: Spreadsheets

JW’s Financial Coaching Podcast Lesson #90-Countdown to improve your finances in 2016 part I

Podcast: Play in new window | Download Want to set a solid financial foundation but don’t know where to start? Five exercises to take control of your finances Why it is important to have your goals set before the new … Continue reading

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JW’s Financial Coaching Podcast-S&P 500 History with guest Steve Stewart

Podcast: Play in new window | DownloadHighlights of today’s show: Guest Steve Stewart joins us to discuss the S&P 500 History The stock market has an excellent track record of long term success How do you develop that long term mindset? … Continue reading

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Friday Financial Tidbit-Savings and Non-Monthly expenses allocation spreadsheet

Not budgeting properly for non-monthly expenses is one of the biggest budget busters that I come across when working with individuals and couples. In addition, not knowing exactly how much you have in savings for car repair, vacation, and Christmas … Continue reading

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JW’s Financial Coaching Podcast-Budgeting on an irregular income

Podcast: Play in new window | DownloadHighlights of today’s show: Budgeting on an irregular income can be difficult The key is to prioritize your spending each month on what is important Establish a Hill and Valley fund to get you through … Continue reading

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The Good and the Bad of Leap Year

Today is February 29th, leap day. The day that happens only once every four years. I was thinking about leap year the other day and I thought up some good things and bad things about leap year related to your … Continue reading

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JW’s Financial Coaching Podcast-Knowing that you need to change is easy, but figuring out how is hard

Podcast: Play in new window | DownloadListen to this episode Highlights of today’s show: Continue with “Getting your finances in order in 2012” theme Discuss what do you need to do to change the way you are handling your finances It … Continue reading

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JW’s Financial Coaching Podcast-The importance of having a financial dream

Podcast: Play in new window | DownloadHighlights of today’s show: Continue our goal setting theme this month Why it is important to have financial dreams Debt makes it harder to dream What is your financial dream?

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JW’s Financial Coaching Podcast-Setting your goals in 2012 Part II with guest Steve Stewart

Podcast: Play in new window | DownloadListen to this episode Highlights of today’s show: Steve Stewart joins us again Long term things you can do with money Pay for things you want to do with cash Time to enjoy your money … Continue reading

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JW’s Financial Coaching Podcast-Setting your goals in 2012 Part I with guest Steve Stewart

Podcast: Play in new window | DownloadHighlights of today’s show: Steve Stewart joins us as a guest Two part episode on setting your goals for 2012 Must start out by figuring where you stand Take basic steps to get on solid … Continue reading

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Friday Financial Tidbit-Start creating your 2012 goals today!

Sitting down and setting your goals is something that I am really big on. To me it is one of the most important pieces of a financial plan. Personally, I sat down last week for a few hours and set … Continue reading

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