That Big CEO Energy
That Big CEO Energy is the empowering podcast for ambitious women building purpose-driven businesses. Hosted by Virtual COO Kallai Plummer, each episode delivers honest conversations, streamlined strategies, and systems that support sustainable growth. From navigating mindset blocks to simplifying operations and stepping fully into your leadership, this show is your weekly dose of clarity, confidence, and real CEO energy.
That Big CEO Energy
161 | Make Your Bank Your Personal Assistant: Budget Besties on Simple, Automated Budgeting
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Are you making good money but still feel like you have nothing to show for it? In this episode of That Big CEO Energy, I sit down with Shayna and Vanessa (the Budget Besties) to talk about the “B word”—budgets—and my big aha moment: you can make your bank your personal assistant with simple automations and little to no tracking.
We unpack why most budgets feel overwhelming, how their one-page, five-column budget simplifies everything (income, debt minimums, bills, spending, savings), and how separating your money into multiple accounts creates calm and clarity. Listen now to discover: why tracking only tells you what already happened (and what to do instead), how to do a simple 90-day audit to set realistic spending categories, and how to automate bill pay and transfers on payday for both personal and business budgets (including savings buckets like taxes, annual bills, and profit).
Timestamps:
01:08 Meet the Budget Besties
02:43 Why Budgets Feel Taboo
07:05 Ditching Ugly Tracking Budgets
08:54 The Five Column Budget
10:49 Paper vs Digital Options
14:35 The 90 Day Audit Method
15:26 Spending Categories Setup
15:51 Digital Envelope Accounts
18:44 Calm Without Tracking
21:30 Automate on Payday
23:04 Make Your Bank Work
28:02 Profit First Buckets
Connect with The Budget Besties:
Get Your Money System Here
Listen to my episode on Financial Coaching for Women Podcast
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