In this episode, Mark talks about the behavioral aspects of financial planning. There are ongoing habits that help you be as successful as you are - make sure you stick to the knitting! Budgets are very fluid and everyone has different expenses, so you should set up a savings account or a separate bucket. The stuff you aren’t spending money on in certain months - put that money away into savings for when those expenses do come about. Maximize potential for reaching your goals. Mark also discusses asset allocation and diversification. The process is key to success.

April 11, 2017