by Daniel Rodriguez | Oct 19, 2020 | Organization Tips
My life is built around systems… that’s just how I’m wired. For Dr. Budgets, I have systems for managing potential clients, new clients, and coaching clients. I also have financial systems around the money that flows in and out of the company. On the personal...
by Daniel Rodriguez | Jul 16, 2020 | Organization Tips
An emergency fund (or cash reserve fund) is important to your financial security. I would say paying off high-interest debt and building up an emergency fund are the foundation of your financial stability. This rings even more true during these unprecedented times....
by Daniel Rodriguez | Jun 22, 2020 | Success Stories
Gina’s Background I consider myself to be an “elder Millennial.” I’m not quite Gen X and not really a Millennial. I’m happy to be referred to in that way, but that means we grew up with credit cards being peddled on college campuses (“Get a credit card, get a...
by Daniel Rodriguez | Nov 26, 2019 | Business Owners
Did your business do better than expected this year? If so, congratulations! While I don’t encourage frivolous spending to save on taxes (after all, your tax deduction is never more than the actual expense!), there are some ways for you to save money on taxes...
by Daniel Rodriguez | Sep 27, 2019 | Success Stories
David and Mary* are another couple we worked with where one person wanted to work with a money coach and the other was hesitant, at first. Fortunately, Mary came around to the idea of working with a money coach, and now the two of them have achieved a lot as a couple!...
