16 tmw we manage money with mimosas



  • How to get started looking at your information
    • Gather all your accounts: checking, savings, credit
    • Evaluate your finances
    • Balance your “checkbook” – know what’s going in and what’s going out
  • Do Millennials need checks?
  • Do Millennials need credit cards?
  • How much time should I devote to money management?
    • “It’s going to take more time out of your life if you don’t just sit down and take a shot at it.”
  • How do I know if I’m correctly managing my money?
    • “Looking at your finances will allow you to know what steps you can take next.”
  • Summary
    • “Pour a mimosa, get it done, and show us your finance ritual!”

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Intro music: Happy Whistle by Scott Holmes

Outro music:  Romantic Folk Loop by Twisterium