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Make Your Money Matter

May 28, 2021

There is one thing that can helps you weatherany storm in life - and that’s a financial plan. 

While it’s normal to worry about when things don’t go well (whether it’s a job loss, a pandemic, or both), there are strategies you can use to combat the stresses of finances with rationality rather than emotions. 

In this episode, I discuss why strategizing for tomorrow eases your uncertainty today and the lasting impacts of a financial plan (no matter what happens). 

Show Highlights Include:

  • The three ‘Menahem Yaari’ pillars of truth you need to plan your financial future and preserve it during uncertain times. (1:25)
  • How to avoid the ‘fear and greed’ cycle of spending money and treating your finances illogically today.  (4:50)
  • How to save for emergency funds and pay down debt (without it feeling like a complete burden).  (8:40)
  • Why having a financial plan doubles your income and drives the lifestyle you want (even if you don’t your goals yet).  (12:06)

To schedule your complimentary retirement track review, head to You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.