Budgeting Made Simple

Do I really have to budget?

Budgeting isn't the most exciting task, but it is important to have a template for spending. Having a clean budget helps both you and your financial advisor make the best financial decisions each month. In this episode, we're talking about budgeting for daily life now and for the retirement lifestyle.   

 Check out 4:28 to hear Pat's simple process to create a functioning, easy to maintain, budget. A monthly budget is a strong starting place for future planning and being able to look further ahead in life, including budgeting for retirement. 

If you are looking for a financial advisor or want to learn more, contact Haussmann Financial here.

Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors.

Patrick Danly, Financial Advisor; CA Insurance License. #0F88078

Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

Trudy Haussmann, CFP®, CA Insurance License #0756590

Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.