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By Daniel Rodriguez | Dr. Budgets Happy New Year! Another year has come and gone, and last year’s goals are now in the history books. So how did you do? If you want some guidance in achieving your financial goals this year, then read on! Below I have compiled 7 steps to achieving your financial goals this year. I wish you much success in the new year! 1) Be SMART.   No, I’m not talking about Read More
  Categories : Financial Goals  Posted by Daniel Rodriguez   , , , ,  Comments Off on 7 Steps to Achieving Your Financial Goals This Year
By Daniel Rodriguez | Dr. Budgets Since we are in the middle of “giving season,” I wanted to share with you the top three areas where we give and why they are important to us… Boxer Rescue Los Angeles.  We give monthly to Boxer Rescue because that is from where we rescued our dog Benny. They are a great organization that is very near and dear to our hearts for obvious reasons. San Pasqual Academy.  Read More
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By Daniel Rodriguez | Dr. Budgets For many of us giving, whether to charity or to our friends and family, is very important. Even though our heart is in the right place, it can be easy to get carried away (how did you do on Black Friday this year?). This is why planning your giving is so important. In my spending plan and the ones I create for my clients, I have line items for Read More
  Categories : Giving  Posted by Daniel Rodriguez   , , , ,  Comments Off on Planning Your Giving
By Daniel Rodriguez | Dr. Budgets Talking to your parents about money isn’t necessarily the easiest subject to introduce. It is one of those taboo issues we are not “supposed” discuss, right? If fact, money is such a delicate subject that many people just skip the money conversation altogether and hope for the best. Without proper planning and communication, however, things may not turn out how your parents intended. I don’t have a formula on Read More
  Categories : Family  Posted by Daniel Rodriguez   , , , , ,  Comments Off on Talking to Your Parents About Money
Working with small business owners is a passion of mine (you might even say I love small business owners!). I enjoy watching small business owners who are passionate to see their business succeed. I also enjoy being a part of their success. Many of the small business owners I work with are amazing at their craft, but they need some direction and accountability around their money. That’s were Dr. Budgets comes into the picture! As Read More
  Categories : Business Owners  Posted by Daniel Rodriguez   , ,  Comments Off on We Love Small Business Owners!
By Daniel Rodriguez | Dr. Budgets Do you know a small business owner who is struggling but loves what they do? Paco approached Dr. Budgets during a major transition in his life and his business. He was having a hard time managing all the changes, let alone his financial life. His debt balance was growing because he didn’t pay much attention to his spending. Paco has since been steadily paying off debt and growing his Read More
  Categories : Success Stories  Posted by Daniel Rodriguez   , , , , , , ,  Comments Off on Paco’s Success Story
By Daniel Rodriguez | Dr. Budgets Check out a short snippet of my first appearance on the radio! Read More
  Categories : Uncategorized, Videos  Posted by Daniel Rodriguez  Comments Off on Dr. Budgets’ First Time on the Radio
By Daniel Rodriguez | Dr. Budgets A great tip for saving money with kids is one I learned firsthand from my mom: the concept of a wish list. We didn’t have much money growing up, so this grew out of necessity. It works like this: when you are at the store with your kids and they want something, tell them it will go on their wish list instead of telling them “no” or buying them Read More
  Categories : Family  Posted by Daniel Rodriguez   , , , , , , , ,  1 Comment

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