53 min

Tackling Your Financial Plan So You Can Quit With Rob Bertman Lessons from a Quitter

    • Careers

Are you staying in a job you hate because of money?
 
The #1 reason I hear from people when they tell me they can't quit is finances.
 
Whether it is too much debt, not being able to replace their salary, or not being able to cut back, money seems to be a big block from living the life they want. 
 
But when I push just a bit, I realize that most people have no real idea of their actual numbers.
 
They think that they have a general idea. But specific numbers of how much they bring in and how much goes out...not a clue.⁠
 
And I get it. Finances are overwhelming. So we just bury our heads in the sands.⁠
 
And whether we realize it or not, we begin to play the victims in our own lives. We come to believe, falsely, that there is nothing we can do. That this is just the way it is and that we're destined to live this way forever.

Well, I don't have to tell you that this isn't true. There are tons of resources and plans that can help you tackle any financial situation.

But, if you want to start creating a plan for how to quit your career, you have to know your numbers.⁠

Today on the podcast, I got to talk to Rob Bertman about actionable steps you can take to get control over your situation.⁠
 
Rob Bertman, CFA, CFP® helps families improve their lives and reach their financial goals by focusing on the #1 key to financial success, managing spending.
 
Rob is a quitter himself. He left a successful career as a partner and securities analyst at an investment management firm to found Family Budget Expert. He knows first hand the upside and challenges of leaving a stable career to start a business and he's on the podcast today to share how you can get started on your journey to financial control now.
 
Here is what we discuss:
- What the most important step is to gaining control of your finances 
- What things you can do to tackle your massive student loan debt 
- How much you should be saving for a runway before quitting
- How to start saving when you're living paycheck to paycheck
- And so much more

Are you staying in a job you hate because of money?
 
The #1 reason I hear from people when they tell me they can't quit is finances.
 
Whether it is too much debt, not being able to replace their salary, or not being able to cut back, money seems to be a big block from living the life they want. 
 
But when I push just a bit, I realize that most people have no real idea of their actual numbers.
 
They think that they have a general idea. But specific numbers of how much they bring in and how much goes out...not a clue.⁠
 
And I get it. Finances are overwhelming. So we just bury our heads in the sands.⁠
 
And whether we realize it or not, we begin to play the victims in our own lives. We come to believe, falsely, that there is nothing we can do. That this is just the way it is and that we're destined to live this way forever.

Well, I don't have to tell you that this isn't true. There are tons of resources and plans that can help you tackle any financial situation.

But, if you want to start creating a plan for how to quit your career, you have to know your numbers.⁠

Today on the podcast, I got to talk to Rob Bertman about actionable steps you can take to get control over your situation.⁠
 
Rob Bertman, CFA, CFP® helps families improve their lives and reach their financial goals by focusing on the #1 key to financial success, managing spending.
 
Rob is a quitter himself. He left a successful career as a partner and securities analyst at an investment management firm to found Family Budget Expert. He knows first hand the upside and challenges of leaving a stable career to start a business and he's on the podcast today to share how you can get started on your journey to financial control now.
 
Here is what we discuss:
- What the most important step is to gaining control of your finances 
- What things you can do to tackle your massive student loan debt 
- How much you should be saving for a runway before quitting
- How to start saving when you're living paycheck to paycheck
- And so much more

53 min

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