“I've got a similar tool that I get clients to do. It's like a values exercise. I'm happy to share the template.”
♫
Said on Australian Investors Podcast
“I'll send you the link to the Google Sheet and you can copy it to yours, fill it out”
Glen James · money money money · 940b wwgd: two investment properties, a Europe trip & should we buy in Melbourne?
Play from 52:34
52:34
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What was described
share a Google Sheet template, have client copy it, fill in income/expenses for budgeting
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