A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Clients’ Financial Health!
Guest Expert: Rachel Murphy,
Date:
Webinar Replay Description
In this enlightening session with personal finance expert Rachel Murphy she reviewed the pros and cons of leading personal finance apps.
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.
A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Client's Financial Health! 02-28-2024
Attendees Comments:
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.