Wealth, Taxes, and Finances with John Cindia

Episode 80: Personal Financial Statements

Episode Summary

In this episode, John and the gang discuss the importance of a Personal Financial Statement and how having one of these can benefit you greatly when making expensive purchases. You can also use one of these to track your spending monthly or annually to help make adjustments where you see fit. We want to know more about your situations so we can create better tailored content. John and the team can be reached at jcindia@lifestagesadvisory.com. Reach out to us so we can get you or your segment featured on the show!

Episode Notes

In this episode, John and the gang discuss the importance of a Personal Financial Statement and how having one of these can benefit you greatly when making expensive purchases. You can also use one of these to track your spending monthly or annually to help make adjustments where you see fit.

We want to know more about your situations so we can create better tailored content. John and the team can be reached at jcindia@lifestagesadvisory.com. Reach out to us so we can get you or your segment featured on the show!