Blog

In March, we did a Q&A with one of the many professionals in our network – Robert Bennett with Kearny Mesa Tax. This month our theme is “Preparation and Organization,” so we are featuring a Trust, Estate and Probate Attorney who is going to share with us three estate planning tips among other things. Pablo Palomino has been a Trust, Estate and Probate Attorney for over twelve years. In addition to being an exceptionally knowledgeable Read More

By Daniel Rodriguez | Dr. Budgets Sometimes the most memorable travel experiences are the least expensive. A great personal example of this is the night in Paris my wife and I spent on our last trip to Europe… On our last trip to visit my family in Germany, my wife and I made plans to travel to Lisbon, Portugal. I was excited to explore an new city with my wife, who had been to Europe Read More

By Daniel Rodriguez | Dr. Budgets Many of my clients make it a priority to have a travel budget in their spending plan. And for those of my clients who love to travel…I encourage it! Paying down debt or building up savings is rewarding, but it is not very much fun if it is the only thing you are doing. Achieving your financial goals has to be balanced with living your life, and spending money Read More

By Daniel Rodriguez | Dr. Budgets With wedding season upon us, we are focusing on couples and money during the month of May! We kicked off with a success story from Owen and Amanda, who are working together to pay off their debt. Their story got me thinking about how Dr. Budgets can help couples (specifically) with their money. Here are five ways we help couples and money mix: A Compass: The first thing we Read More

By Daniel Rodriguez | Dr. Budgets How do you and your spouse talk about money in your relationship? Owen and Amanda didn’t ever have real conversations about money, and it got them into debt. That all changed when they started working with Dr. Budgets. Here is their story…   Background Amanda and Owen are a young married couple and they’ve been together over 15 years. Owen: She’s a business owner and I’m a working stiff. Read More

By Daniel Rodriguez | Dr. Budgets This month we want you to #SaveforYourGoal! In this video I announce the release of my eBook: 10 Ways to Save $10K. Read More

By Daniel Rodriguez | Dr. Budgets We are fast approaching my e-book release date, so I wanted to share with you why I decided to write a book. I have worked with a number of wonderful people to help them achieve their goals, and I have learned to look in similar places to help them save money. This book is about sharing some of those common areas of savings so that my readers can apply Read More

By Daniel Rodriguez | Dr. Budgets This month, we want you to #SaveforYourGoal, so the theme is all about saving money. At Dr. Budgets, we work with our clients to help them achieve their financial goals, and we hope to inspire everyone (clients or not!) to save a little more money this month for goals. Before you start to #SaveforYourGoal, you’ll want to identify one strong goal for all the money you’ll save this month. Read More