Do You Have the 3 T’s to Manage Finances Well?
By Kevin Estes
The 3 T’s
The 3 T’s of managing personal finances are:
Time,
Training, and
Temperament.
Goal
The intent of this video is to create space for honest self-assessment.
What you’ve done in the past may be the best predictor of what you’ll do in the future.
Time:⏱
How often do you or your spouse move money around to pay bills?
Do your finances run smoothly, or are things sometimes missed?
How much time do you spend reviewing your finances, checking account balances, and evaluating investments?
Training:🎓
How often are you confused or surprised by your finances?
What proactive steps are you taking to minimize your lifetime taxes?
Is your money working as hard as you, or do you sense it could do more - you just don’t know what?
Temperament:😎
Does thinking about money keep you up at night?
How confident are you that your goals will be funded?
Did you make any investment changes during the Great Recessions of 2008 to 2009?
If so, what?
What about at the beginning of the COVID-19 pandemic?
If you’re interested in a review of your situation, please…
Disclaimer
In addition to the usual disclaimers, neither this post nor this video includes any financial, tax, or legal advice.
