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Video instructions and help with filling out and completing Simple ira roth

Instructions and Help about Simple ira roth

Hey Dustin Tibbets here financial adviser with jazz wealth managers how you doing today I hope everything is good with you I want to talk about making a financial plan and I don't want to make this boring look a lot of people talk about making financial plans and it becomes this long drawn-out process and we gotta write down on pieces of paper check out do the couch see where all our money is going it doesn't have to be that complicated I want to go over four different things that we can do to start and couldn't sort of build this financial plan and I want to do them in order because I think this is important well the first part of any good financial plan is knowing where your money goes and while most people would say you need to create a budget I totally think that's wrong look if you're not excited about making a financial planner you have no idea where to get started then how are you supposed to sit down and figure out where all your money's going so it jazz wealth we tell all of our clients watch your money for a while give it 30 days go through one major holiday we have Easter coming up so maybe that's the holiday but watch your money for 30 days maybe even a little bit longer while you're doing that we use nest egg which is a product that we offer here to our clients completely for free and what that does is as you link your bank accounts it will track your spending for you you can tweak it and add sort of little custom notes of things if you like but basically it'll do the work so all you have to do is set it up and let it roll it's kind of like mint in a way but we don't sell your personal information and you won't get any advertisements from us not only that that's just the starting point the nest egg that we have actually is a full financial planning software we can do everything from your child's education the money that you want to leave when you pass on from this world one day so the first thing is we've got to understand where our money's going but don't make this a headache let's keep this simple let's find some way to track our spending for X number of days at least one month and then let's go from there we're gonna create a budget once we know where our money is going the reason I say this and I've said this in many other videos is because this actually gets you excited right who gets excited sitting down and going well we you know we spent like $200 at the gas station and so much at Chipotle or whatever you get excited when you see the number and you go through a time period we.

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