Planning for Life Podcast
Here’s a Refreshing Approach to Budgeting
Do you cringe when you think about budgeting?
If so, listening to this episode could make a world of difference. And even if you don’t mind setting a budget and sticking with it, you may find Carl Coolidge’s approach to be quite refreshing.
In this episode, Carl explains how he keeps budgeting conversations with clients focused on awareness, rather than judgment. Carl also shares his unique philosophy about debt, his approach to discussing college tuition with parents, and then describes his ideal client.
Tune into this conversation with Carl Coolidge and become empowered to budget!
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Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
