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Budgeting Basics: Create a Debt-Free Future with Effective Money Management

Join us as we explore the fundamentals of budgeting in a non-scary, approachable way. We'll cover essential aspects such as setting financial goals, creating a workable budget, and understanding both needed and wanted budget categories. Learn how to assess your financial situation, gather necessary documents, and determine the best next steps for your finances—whether it's eliminating debt, building an emergency fund, or starting to invest. Bring your questions, and let's make budgeting empowering and achievable!

jesse-hendrix
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Budgeting Basics: Create a Debt-Free Future with Effective Money Management

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Presentation Transcript

  1. Basic (non scary) Budgeting

  2. What We’re Going to Chat About • A little background • Goals • How to make a budget that works • Budget categories we all need • Budget categories we all want • Q&A

  3. A Little Background about Moi

  4. Step 1: Start!

  5. Step 2: Gather Your Documents What do you own? What do you owe? Car loans Student loans Credit card debt Mortgage • Checking accounts • Saving accounts • Retirement accounts • Home equity • Car(s) without a car loan

  6. Step 3: Determine Which Financial Step Is Next • Create a budget and stop going into debt • Save $1,000 - $3,000 in an emergency fund • Pay off all debt • Save 3 to 6 months of expenses in an emergency fund • Invest 15% of household income into retirement • Pay off your house early • Build wealth and give it away!

  7. Step 3: Start Making a Budget • What do you earn? • What do you spend?

  8. What We’re Chatting About • Falala la la

  9. What We’re Chatting About • Falala la la

  10. What We’re Chatting About • Falala la la

  11. What We’re Chatting About • Falala la la

  12. Questions? • Falala la la

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