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“Josh helped me understand my finances and create a plan to eliminate my debt including paying off over $20,000 in credit card debt in one year. I have built my emergency fund and even started investing. Josh also helped me liquidate a multimillion-dollar company and he made what was a painful experience, a simple process to manage.”
“I just retired and felt overwhelmed by my finances. I had no idea how much I was spending monthly. After working with Josh, I've been able to cut my monthly expenses by 20%, earn way more rewards from credit cards, and I've fully funded my emergency fund. I now have total control of my finances and can enjoy retirement without financial stress.”
Are you looking to improve your financial foundation and money habits this summer? As a financial coach, I’ve read hundreds of books on finance and self-improvement, but these are the ones I keep coming back to and recommend to everyone.
Learn how to do a midyear financial checkup. It's been a crazy year but let's pause and reflect on where we're at and adjust our financial goals.
Some think personal finance should not be political. The truth is that politics impact each and every one of our financial journeys, some much more than others, and to stay silent on these issues we further the problem.