by Daniel Rodriguez | Dec 17, 2020 | Financial Goals
Goal planning can be tricky. I think most of us set goals based on past experience. But the most inspirational goals come from envisioning a better future that looks and feels different than our past. Stephen Covey explained this concept in his book “The 7 Habits of...
by Daniel Rodriguez | Jan 16, 2020 | Financial Goals
Many people who approach us can benefit greatly by hiring a money coach. Some, however, need to work with a different professional. The following are 5 reasons NOT to hire a money coach. Investment or Retirement Advice If you need guidance with your investments or...
by Daniel Rodriguez | Jan 3, 2020 | Financial Goals
A money coach does not give investment advice, but I thought it would be helpful to compile a list of articles that explain why you should contribute at least up to the maximum match into your 401(k) plan. Free Money: A surprising number of employees are missing out...
by Daniel Rodriguez | Jul 27, 2018 | Financial Goals
By Daniel Rodriguez | Dr. Budgets Recently, I have been thinking about my purpose in life (my WHY). And, I have been thinking about how that WHY ties into Dr. Budgets. This year, Dr. Budgets hit a big milestone… 5 years in business. As I reflect on those 5 years and...
by Daniel Rodriguez | Jan 29, 2018 | Financial Goals
By Daniel Rodriguez | Dr. Budgets Happy New Year! During this time of the year I enjoy writing about goals and budgeting (Do You Have a “Crash Budget”? Or a Healthy Spending Plan?, Why I Don’t Do Budgets) because this is the time of the year when many of us decide to...
by Daniel Rodriguez | Sep 12, 2017 | Financial Goals
Until now, you may not have even heard of a money coach… so how would you know if you can benefit from hiring one!? We created this simple quiz to give you a general sense of your financial picture. Based on your answers, you can find out if you can benefit...
