Join Shannon Smit, an expert in taxes, financial advice, and wealth building strategies, as she shares invaluable insights into setting and achieving your financial goals. Gain a deeper understanding of budgeting, managing income and expenses, and balancing immediate needs with long-term goals. Shannon's advice and examples will help you make informed financial decisions and stay connected to your goals, ensuring a financial future you are committed to work towards.
From understanding the significance of financial goal setting to practical budgeting tips and the Three Buckets Approach for managing finances, Shannon's expertise will guide you on your wealth-building journey. Whether you're a business owner or an individual looking to make the most of your money, this episode offers a roadmap for financial stability and success.
NOTE: The budget spreadsheet requires Excel 2003 and above. Click to ENABLE Macros.
If you would like to see a recorded demo of our detailed 12-month personal budget worksheet so you know how you can effectively use
this tool yourself,
click
here.
|
|
In this episode of The Accountant That Builds, host Shannon Smit discusses the massive wealth transfer expected from Baby Boomers to the next generation, estimated at $84 trillion. Shannon highlights the opportunities and challenges of this transfer, focusing on estate planning, tax liabilities
Systemisation is more than just a buzzword—it's a game-changer for businesses aiming to achieve sustainable growth. In our recent podcast episode, I had the chance to explore this topic with Dave Jenyns, the visionary founder of SYSTEMology and SYSTEMhub.
Explore how adopting an AI-first approach can transform businesses! David Jenyns from Systemology chats with Shannon Smit who shares how AI and robotic process automation (RPA) have revolutionised the operations at Smart Business Solutions.
In this podcast, we talk with Mick Simmons, founder of Mental Health Safety Net, a grass-roots organisation that provides suicide awareness training to workplaces and schools. Trigger Warning: This episode has content related to suicide and mental health issues.
It’s time to take control of your time. It’s time to stop being ‘busy’ and start being ‘productive’. It’s time to learn how to invest your time to create your best life. Kate Christie has taught time to thousands of professionals and business owners around the world – exactly how to find hours of extra time and then design their best lives. What would 30 extra hours a month mean to you?
Heather Gallagher has spearheaded transformative initiatives in the mortgage broker space through her role as Head of Training and Education at outsource Financial. She has been instrumental in empowering brokers and administrative staff through tailored mentoring programs and weekly learning sessions.
