by Kai Dickens | Apr 14, 2026 | Debt, Family, Financial Goals, Love and Marriage, Spend Wisely, Spending Plan
Let me ask you something. Are you and your partner constantly figuring out who owes who what? Venmoing each other back and forth for the electric bill? Arguing about who spent what? Yeah, that often means their is too much month at the end of the money and it...
by Kai Dickens | Apr 7, 2026 | Debt, Financial Goals, Spend Wisely, Spending Plan
I know, I know. That’s probably not what you expected to hear from a budget coach. But hear me out. When people first come to me, a lot of them are surprised to find out that I don’t talk about investing. And the question I always get is…why not?...
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...
