Controlling the Controllables—Look at Your Budget in a New Light | Guiding You Forward
Aligning your spending with your financial goals is no easy task. That’s why we asked this financial guide for his best tips for success.
Joining us on this episode of the Mountain America Credit Union Guiding You Forward podcast is Peter Carrera, one of our brilliant financial guides. This time, we’re talking about making small adjustments to our financial plans to help it work better for us.
Watch the video and learn:
- How financial guides help with your financial plan.
- What it means to “control the controllables.”
- Why aligning your spending with your financial goals makes all the difference.
Meeting with a financial guide is a free service from Mountain America that is available to everyone—members and nonmembers alike. They love talking with people and helping them set financial goals—no matter how big or small they may be. Financial guides are here to listen, help you define your financial goals and then create a road map to get you there.
When it comes to sticking to your budget, Peter suggests we learn to control the controllables of life. What does that mean? Watch the video above to find out. Peter also explains how the 50/30/20 rule works and how this strategy can give you a good baseline for your budget.
Reframing your mind to align your spending choices with your financial goals is no easy task. Learning to say "no" to something you want can be difficult. However, Peter explains that by saying "no" to something, you’re actually saying "yes" to something else. Watch the full video to find out how adjusting your mindset can make your budget go from feeling restrictive to feeling liberating!
For more information about this free service from Mountain America or how to put together a plan for reaching your financial goals, check out this podcast episode.
