In this episode, Mark discusses the process of creating an income and expense statement to track and manage personal finances. He provides detailed guidance on gathering financial information, organizing it, and analyzing it to improve savings and spending habits.
Mark also answers a listener question sharing his experience with the “fun bucket” as a mechanism to rewire the mindset from accumulation to spending in retirement.
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Episode Links:
Early Retirement Now – Safe Withdrawal Rate Series
Timestamps:
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