Wealth Series 2.0 - Episode 2 - Financial Reality Check
Play • 40 min

To fully understand your financial situation, you must know your monthly expenses, debts, and income. In episode two of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams walk you through a financial reality check, so you can evaluate where you’re at right now and create a sound financial path to move forward. 

Before you listen to the episode, print off recent statements from your bank, credit cards, student loans, and mortgage. You can also download Win Make Give’s FREE Personal Budget & Expense Tracker at https://winmakegive.com/resources

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

The importance of a financial reality check [:30]  

  • The financial reality check process [3:50]
  • Stats on income, spending, food, and inflation [5:47]
  • How small expenses and luxuries add up [13:10]
  • Credit card and bank statement highlighter exercise [16:28]
  • Takeaways on required vs. optional expenses [23:35]
  • Debt and liabilities highlighter exercise [26:12]
  • Income or annual salary exercise [33:15]
  • Reality check exercise [36:07]

Resources discussed in this episode:

Connect with the hosts:

More ways to connect: 


Part of the Win Make Give Podcast Network

More episodes
Clear search
Close search
Google apps
Main menu