• Home
  • Who We Are
    • The Barnum Difference

      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

    • Executive Leadership

      Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.

    • In the Community

      We’re committed to making a difference in the communities in which we work and live.

    • Barnum Icon
      Our Representatives

      A complete list of every financial representative working with Barnum Financial Group

    • Awards and Recognition

      We’re proud to be recognized for our commitment to our clients and their financial success.

    • In the News

      Many national and local media outlets have leveraged our knowledge and thought leadership.

  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

    • Funding College Costs

      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

    • Workshops

      Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit

    • Group Benefit Programs

      Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

    • Financial Wellness Programs

      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

    • All Products

      We have the knowledge and resources to assist you in every step of your financial journey.

    • Workshops

      Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit

  • Resources
    • Insights

      Access our blog offering relevant, useful, and educational content.

    • On-line Learning Center

      Lorem ipsum dolor sit amet, consectetur adipisi cing elit, sed do eiusmod tempor incididunt ut abore et dolore magna

  • Careers
  • Contact Us
Book a Consultation

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...

reasons you need life insurance

9 Reasons You Need Life Insurance

April 29, 2024

Explore the advantages that life insurance can provide for the present and the future. Check out these 9 reasons you need life insurance.

barnum fg logo

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

Facebook-f Instagram Linkedin

Who We Are

Resources

What We Offer

Company