Money Dates

A money date is a monthly meeting with whomever you share finances with (even yourself!) to look at where you are at in the areas discussed.

The goal is to make this fun! Go to your favorite restaurant or coffee shop, our biggest piece of advice is to approach these without emotions but with the data. 

Areas to evaluate:

• Loans balances
• credit cards
• bank accounts
• cash
• investments
• Income
  • savings, giving and investing from the prior month 

Overall net worth (assets-liabilities = net worth)

Episode 9: Money Dates

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