063 – Tammy Symons – Budgeting for Everyone

In this episode, KT and Tammy Symons discuss:

  • Knowing where you are and understanding your need for budgeting.
  • Steps to budgeting and prioritizing your goals.
  • Utilizing the tools around you, reputable apps, bank or credit union tools, etc. to your advantage.
  • Being thoughtful about one-off decisions and discretionary funds.

Key Takeaways:

  • There’s more to budgeting than making a bunch of money.
  • Pick your goal for your budget first, you don’t want to create an additional liability in the future.
  • Give yourself room for unexpected expenses in your budget.
  • Budgeting is not a solo effort, it’s a family and relationship effort.

“Budgeting applies to everyone, no matter how much money you make, where you are as far as your lifestyle goes, or how old you are.” — Tammy Symons

Connect with Tammy Symons:

Website: www.newdaysolutions.com

Email: tammy@newdailysolutions.com

Phone: 800-834-2101

Click here to reach KT 

See KT’s interview on C-Suite Network’s Best Seller TV

Connect with KT Thomas: http://ktsmoneymatters.com/

Purchase KT’s book- The Hardworking Woman’s Guide to Money 

Show Notes by Podcastologist: Chelsea Taylor-Sturkie

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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