Ep 9: Getting A Clear View of Your Finances

When you hear, “Get a clear view of your finances”, what do you picture? Your vision for yourself gives you a baseline for where you are so that you can make a plan for where you want to be financially. 

In this week’s episode of Think Like a Saver, we cover:

• How to get a clear view of your current financial situation
• How to be a good steward of the money left over after your necessary expenses 
• Empowering you to set goals for wherever you are in life

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“You’re taking control of your finances. This is a moment you should be proud of, because you’re informed and empowered. You can make the best decisions for yourself!”

The first step in getting a clear view of your finances is to determine your monthly income. You can do this by looking at your pay stubs and bank account statements. When you understand your income, you’ll then be able to look at what is leaving your bank account. 

It is important to take a look at what you are earning as well as what you are spending and on what. This will help you see what you are spending money on, and will show you where your opportunities to save are. 

Join us in this episode as we talk about what questions to ask yourself when goal planning, and centering around those goals. We cover how to identify the adjustments you can make for yourself, and get real about course-correcting for a better chance of success. 

And remember, success is a journey, just like saving! 

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RESOURCES MENTIONED:

• Spending & Savings Plan Tool 

Be sure to send your questions to save@americasaves.com and we’ll answer them in a future episode!

THIS WEEK’S THINK LIKE A SAVER CHALLENGE:

Check out our Spending & Savings Plan Tool ! Your goal is to get a clear view of your finances, and truly get a picture of where you are. Then, think about what this information means to you, and what you’ll save for next!