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Your specific guide to building a budget everyone can understand.

There are so many tips, tricks and hacks online when it comes to budgeting your money but almost no one is specific about the actual numbers. Tips are great, but let's get down to business. 

• How does America budget and how do you compare?
• Exactly what numbers do you use to budget for a house?
• Exactly how much to spend on a car so you are never upside down on a car again.
• How to divide the savings portion of your budget?
• How much for an emergency fund and exactly how to get there.
• How to budget so the whole family feels motivated, not restricted.

"When we're done with this class you will have a clear and specific understanding of exactly how to setup your budget. Best of all I'll keep it simple and break this down so even the novice will want to start getting their dough straight." - Dustin Tibbitts

When? On demand
Cost: $65*
Links to videos of each segment also included

*Free for funded clients of jazzWealth
Get started

Bonus! NestEgg Included

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Your entire NestEgg

Get the same complete, customized financial portal our clients get to use. Add all your accounts, track spending and budgets, set goals and so much more.
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Your Investments

Easily see how you are investing. Link your workplace plan such as a 401k, or your personal IRA's or Roth IRA. Clean clear picture of how your NestEgg is doing.
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Form CRS as of 11/20/2024
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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.

​Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is an affiliate of Goldman Sachs & Co. LLC and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees are engaged in businesses and have interests other than the services provided by Folio Investments, Inc.

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© Copyright 2025 Jazz Wealth Managers, Inc.

  • Home
  • Services
    • How we invest
    • Rollovers
    • chat with jazz
    • Resources >
      • Blog
      • Retirement Investing
      • Personal Finance Investing
  • Client Center
  • Invest Now