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Financial Vitals Check Part 2: Save, Spend, Give Ratio

December 9, 2021 by Finance for Physicians

Financial Vitals Check Part 2: Save, Spend, Give Ratio

Once you clarify your values, financial vitals are used similarly to health vitals to quickly check if you are making progress toward your goals and what’s most important to live a better life.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how to measure specific financial vitals based on your values.

Topics Discussed:

  • Save, Spend, Give Ratio: Percentage-wise, where is your money going?
  • True Spending: Budget is always underestimated; total spending is more realistic
  • Strategy: DIY vs. work with financial planners, others to calculate numbers
  • Key to Success: Quick financial vitals checks measured against your values

Links:

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Finance for Physicians

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