Remove B2B Remove Budgeting Remove Retirement
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41 Top Influencers for Financial Advisors in 2023

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He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. He’s also the author of The Millennial Money Fix , which teaches young professionals everything they need to know about budgeting, college debt, and finding financial freedom. Learn more about Grace on LinkedIn.

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Transcript: Ramit Sethi

The Big Picture

It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself.

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Transcript: Joanne Bradford

The Big Picture

And so they have done that and they’re a B2B company right now. And she did a plan for me personally and answered the questions, can I retire? Like literally went through my budget, my spending, my potential spending and my investments. They, well, they love a, you know, TikTok, you know, budget tool.