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episode icon Investing Insights
Create a New Financial Plan For the New Year: Part 1
In this two-part episode, Sarah Newcomb, director of... more
Jan 6 2023 15m
Chapter 1 38 sec
Introduction
Chapter 2 2 mins
Financial advice tends to tell people to break down their budgets into “wants versus needs”. What are your thoughts on this concept?
Chapter 3 1 min
How should we think about our needs? What should we include? (basic categories from Maslow: survival, security, love and belonging, esteem, and meaning)
Chapter 4 1 min
You’ve written that “our wants point to needs.” Can you explain that?
Chapter 5 2 mins
How should we rethink budgeting if we don’t follow needs versus wants?
Chapter 6 48 sec
What are some ways to identify possible strategies to meet a need and save money?
Chapter 7 2 mins
We know now how to meet our needs through strategies. What should people do if they tend to overspend?
Chapter 8 1 min
How do we identify the emotion that’s driving the urge to spend too much?
Chapter 9 2 mins
Now, that the emotion is known, what do we do next?
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