A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Client's Financial Health! 02-28-2024
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A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Clients’ Financial Health!
Presented by Rachel Murphy,
In this enlightening session with personal finance expert Rachel Murphy she reviewed the pros and cons of leading personal finance apps. Rachel shared the highlights of the detailed evaluations she has done with top-rated apps like YNAB (You Need A Budget) and PocketGuard, along with new apps that are worth a look. Rachel's review will included a look at features, ease of use, and client lifestyle compatibility. Rachel also shared innovative ideas to help clients create and adhere to a budget, including goal setting, understanding spending triggers, and the envelope system.
Attendees Comments:
A few comments from listeners when they were asked what the learned from the webinar:
Good information to share with my clients. There are finally more budgeting apps with the ability to include multiple bank/investment accounts as well as real estate.
- Monica B.
I hadn't been aware there were apps out there for budgeting at all. It seems to be a very easy way to keep you and your family or clients on track.The apps are very appealing, and I plan on looking into my favorite one most assuredly. Finally, the Basics on How to Budget toward the end and the Budget Methods to Consider reviews were a smart idea for summary.
- Lori B.
I didn't know what options were best to replace Mint. This was helpful!
- Jessica B.
PocketGuard is new to me. Rachel called it the app with "greatest capability at the lowest price." Glad to now have it on my radar screen.
- Maria R.
Good information to share with my clients. There are finally more budgeting apps with the ability to include multiple bank/investment accounts as well as real estate.
- Monica B.
I hadn't been aware there were apps out there for budgeting at all. It seems to be a very easy way to keep you and your family or clients on track.The apps are very appealing, and I plan on looking into my favorite one most assuredly. Finally, the Basics on How to Budget toward the end and the Budget Methods to Consider reviews were a smart idea for summary.
- Lori B.
I didn't know what options were best to replace Mint. This was helpful!
- Jessica B.
PocketGuard is new to me. Rachel called it the app with "greatest capability at the lowest price." Glad to now have it on my radar screen.
- Maria R.
Good information to share with my clients. There are finally more budgeting apps with the ability to include multiple bank/investment accounts as well as real estate.
- Monica B.
I hadn't been aware there were apps out there for budgeting at all. It seems to be a very easy way to keep you and your family or clients on track.The apps are very appealing, and I plan on looking into my favorite one most assuredly. Finally, the Basics on How to Budget toward the end and the Budget Methods to Consider reviews were a smart idea for summary.
- Lori B.
I didn't know what options were best to replace Mint. This was helpful!
- Jessica B.
PocketGuard is new to me. Rachel called it the app with "greatest capability at the lowest price." Glad to now have it on my radar screen.
- Maria R.