Budgeting for the big ticket items

Get this 60-65% of your budget correct and never worry about financial ruin again.

#1: What budgeting is not.

Budgeting is not meant to be strict and limiting. Budgeting is simply about getting your dough to go where you want it to go and have a little left over for the future, whatever it may hold.

Learn that budgeting is unique to you and what you want and you will never hate the process again. Best of all, it will get every member of your "financial family" on your side.

#2: Proof that the "Joneses" are broke

Here's a look at how the average Americans are spending their money. Where do you fit in this mix? Do you even know? Don't worry, we'll help you get a better understanding of you money.

Notice a few things. First, see how the larger expenses are broken down and how they could potentially ruin someone. Why? One thing you notice is that there is no room, or even attempt to save anything!

#3: How to budget for a house?

The biggest expense you have and you are likely budgeting for it wrong. In this short video we'll show you how to budget for your home and all it's expenses. From the little repairs to the future upgrades.

The best part is it's really simple and wont take a rocket science degree to figure out how to do it.

#4: What about renting?

Sometimes it may make more sense to rent rather than buy a house. Dustin explains why he is currently renting and how you want to go about budgeting for a rental.

Remember, renting is NOT the time to spend up. If you are renting it is because you have a future goal in mind and we don't want to waste that time and money spending more on a rental.

#5: Buying a car and financing

There is a constant argument about debt being good or bad. We're not here to debate that today. This video will show you exactly which car to buy and how long to finance it for. 

Follow these steps and you will never be upside down on a car again. In addition you can be sure that a car payment can never take you down financially.

#6: Savings broken down

Since we have covered the expenses having to deal with your home and we also put you in the right car at the right terms now we can focus on putting some money away for the future.

If you have no emergency fund then this will get you there. If you have an emergency fund then we'll show you how to break down your savings to maximize your future.
Home
About
Contact
Form CRS as of 6/24/2020
Custody and Data Provided By:
Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Past performance is not a guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance.  The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness.  The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product.  This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal. 
 
You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.  Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.

In addition to SIPC coverage, FolioFN has purchased from underwriters at Lloyds of London supplemental customer securities insurance. Together those coverage's provide a total aggregate limit of $50 million limited to a combined return of $10 million to any single customer. Neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.

By viewing this site you agree to our privacy policy.

© Copyright 2019 Jazz Wealth Managers, Inc.