11 episodes

Brian is a financial consultant who is passionate about strategically building automations and habits that allow you to live a financially healthy life. Stop the worrying; ease the stress. Make a plan, and stick to it! In this podcast, Brian talks about money and the role it plays in our lives while also offering helpful suggestions for your money management.

Brian’s Budgets Brian

    • Business
    • 5.0 • 3 Ratings

Brian is a financial consultant who is passionate about strategically building automations and habits that allow you to live a financially healthy life. Stop the worrying; ease the stress. Make a plan, and stick to it! In this podcast, Brian talks about money and the role it plays in our lives while also offering helpful suggestions for your money management.

    Evaluating the Revamped AMEX Platinum Card: S2 E3

    Evaluating the Revamped AMEX Platinum Card: S2 E3

    On July 1, 2021, American Express revamped their Platinum Card. Here’s what new!

    • 25 min
    Understanding Retirement Account Types: S2 E2

    Understanding Retirement Account Types: S2 E2

    Are you having trouble sleeping? In this episode, I discuss the differences between 401(k), 403(b), Traditional IRA, ROTH IRA and 457 Deferred Compensation Accounts.

    • 24 min
    Health Savings Accounts (HSAs): S2 E1

    Health Savings Accounts (HSAs): S2 E1

    Not to be confused with a Flexible Savings Account (FSA), a Health Savings Account (HSA) is a powerful tool in the finance universe. Often available with select plans from your employer, an HSA is an account used to deduct funds pre-tax from your paycheck. The funds are earmarked for future medical expenses once saved, but in the interim, they can be invested and will grow tax-free. When the funds are used for an eligible medical bill in the future, no taxes are owed either. That’s right: An HSA is triple-tax-advantaged and the only account that is.

    • 19 min
    Budgeting Your Side Hustle: S1E7

    Budgeting Your Side Hustle: S1E7

    www.kerrickconsulting.com

    • 14 min
    Budgeting with My Wife: S1E6

    Budgeting with My Wife: S1E6

    www.kerrickconsulting.com

    • 14 min
    Getting Started with Budgeting: S1E5

    Getting Started with Budgeting: S1E5

    www.kerrickconsulting.com

    • 20 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

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