Happier & Healthier with Nest

Financial Wellness: Budgeting Essentials!

Bridget Lavin

In this episode, Bridget is breaking down the key insights from Nest Health Connection's recent educational talk with Betsy Sklar on financial well-being. Betsy Sklar has over 25 years experience in the corporate world, finance degrees from Harvard and Georgetown, and has been helping people integrate money management skills into their value systems and day-to-day lives. She offered SO many great tips in her talk, and Bridget will recap them all with you in just 20 minutes. Whether you’re new to budgeting or looking to fine-tune your finances, this recap covers everything from tracking expenses to setting financial goals. Discover practical tips, and simple strategies to help you take control of your money and achieve your financial dreams.

Resources:

Books

Personal Finance for Dummies, 9th Edition, $15

Budgeting Apps 

YNAB (You Need a Budget) ($14.99/month or $109/year)

Empower Personal Dashboard (Personal Capital)(free) 

Budgeting Spreadsheets 

Google sheets and Excel templates (free) 

Money with Katie, Morning Brew, Wealth Planner, $69

Courses 

U.S. News and World Report, 12 Best Free Online Personal Finance Courses, March 23, 2023

Coaching -Free -Home buying, debt relief, student loans, bankruptcy
Credit

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