Master Your Money: Building a Budgeting Sheet

Share This Article

Building a Budgeting Sheet

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: Building a Budgeting Sheet

Guest: Ian Querze | Director of Advisor Marketing | Barnum Financial Group

Barnum’s Director of Advisor Marketing, Ian Querze, talks with Elizabeth this week about the importance of building and budgeting sheet to help navigate the various life and financial milestones in a couples’ journey.

You can find the podcast here:

Spotify | Apple Podcasts | Tune-In | Audacy

Make sure to subscribe wherever you listen to your podcasts.

To learn more, contact your Barnum representative today. Don’t have one? Click to get a complimentary financial assessment.
CRN202609-5145326

You might also like...

Financial Planning

Back to Basics: Financial Planning

Financial planning is essential for living a comfortable life and preparing for the future, regardless of your career or life stage.