The simple system that unlocked my 38% savings rate | Jess Gets Investing

About this episode

Jess learns about budgeting and savings rates to improve her cashflow before investing.

Before investing a single cent, you need to get your cashflow sorted. So today we step into the practical side of things; budgeting, savings rates, and the systems that make investing possible. To set up a system she will actually stick to, Jess speaks to Glen James- host of the Money Money Money podcast and former financial adviser. Plus Jess receives some much needed encouragement from listener Phoebe, who shares her story that the dreaded admin of setting up your money right, is well worth it. By the end of this episode, Jess will walk away with a realistic (and surprisingly generous) savings rate and budgeting framework- and you can too! Chapters: 00:00 Do This Before You Invest 02:02 The Financial House Framework 04:48 Why Systems Beat Good Intentions 09:42 Fixing Jess’ Money Flow 12:23 The Budget That Changed Everything 16:01 Setting Up Money Buckets 20:12 Real Example of Chaos to Control 23:05 How Systems Kill Money Anxiety Join our community of beginner investors; sign up to the Get Started Investing newsletter here Share your investing story with us Submit here Check out the Glen James Spending Plan here Want more Equity Mates? Across books, podcasts, video and email…

People in this episode

Host: Jess

Guest: Glen James

Topics covered

• budgeting
• savings rates
• cashflow management
• investing systems
• financial advice
• money anxiety

Keywords

• savings rate
• budgeting framework
• cashflow
• financial systems
• money management
• investing

Sponsors

Betashares

Mentioned in this episode

Organizations: Equity Mates Media, Money Money Money

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