Phil joins us from Foundation Wealth Planning in Salina, Kansas. He’s also a member of the Catholic Financial Planner Network, integrating his faith with his financial practice. With 8 years experience at a large financial firm, Phil left to start his own practice about 2 years ago. One of his major focuses has been to help families and businesses break the paycheck to paycheck cycle by tackling debt obligations, living expenses, and saving for the future.
In this episode, Ben and Phil discuss how to change your perspective on your finances, a variety of budgeting solutions, and how surprised you might be by your expenditures once you start budgeting. Phil highlights a few ways you can get the ball rolling, motivating you to keep going. If you’re wondering where your paycheck is going and want to learn how to get out of this cycle, this episode is for you.
Key Takeaways:
Mentions
🌐 Website: https://www.foundationwealthplanning.com/
👉🏼 LinkedIn: https://www.linkedin.com/in/phil-francois1/
📚 Vertex 42: https://www.vertex42.com/
📚 EveryDollar: https://www.ramseysolutions.com/ramseyplus/everydollar
📚 Monarch: https://www.monarchmoney.com/
📚 Tiller: https://www.tillerhq.com/
📚 YNAB: https://www.ynab.com/
📚 WalletWin: https://walletwin.com/
📚 Catholic Compass: https://compasscatholic.org/
📚 Catholic Financial Planners: https://www.catholicfinancialplanners.com/
More of Catholic Money Mastermind:
https://www.catholicfinancialplanners.com/
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.
Phil joins us from Foundation Wealth Planning in Salina, Kansas. He’s also a member of the Catholic Financial Planner Network, integrating his faith with his financial practice. With 8 years experience at a large financial firm, Phil left to start his own practice about 2 years ago. One of his major focuses has been to help families and businesses break the paycheck to paycheck cycle by tackling debt obligations, living expenses, and saving for the future.
In this episode, Ben and Phil discuss how to change your perspective on your finances, a variety of budgeting solutions, and how surprised you might be by your expenditures once you start budgeting. Phil highlights a few ways you can get the ball rolling, motivating you to keep going. If you’re wondering where your paycheck is going and want to learn how to get out of this cycle, this episode is for you.
Key Takeaways:
Mentions
🌐 Website: https://www.foundationwealthplanning.com/
👉🏼 LinkedIn: https://www.linkedin.com/in/phil-francois1/
📚 Vertex 42: https://www.vertex42.com/
📚 EveryDollar: https://www.ramseysolutions.com/ramseyplus/everydollar
📚 Monarch: https://www.monarchmoney.com/
📚 Tiller: https://www.tillerhq.com/
📚 YNAB: https://www.ynab.com/
📚 WalletWin: https://walletwin.com/
📚 Catholic Compass: https://compasscatholic.org/
📚 Catholic Financial Planners: https://www.catholicfinancialplanners.com/
More of Catholic Money Mastermind:
https://www.catholicfinancialplanners.com/
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.