In this episode, Brett interviews Danielle Roberts. Danielle is a Medicare expert, author, and co-founder of Boomer Benefits.
In this episode, Brett discusses why developing the simple habit of tracking your spending is one of the most important things you can do to prepare for retirement. In addition, you’ll find out what to track (and what not to track) when it comes to personal spending, how long you need to track your spending to see a reliable trend, and how to get started if you’ve never tracked your spending before.
Welcome to The Charleston Entrepreneur Podcast where you go behind the scenes with financial planner and business exit planner Brett Fellows to hear stories of how leading Charleston entrepreneurs navigate the inevitable challenges that arise on the path to financial freedom and get insights from real business owners about how to break through to the …