Monthly Archives: January 2023

Ascend Investment Podcast

#14 Budgeting



Budgeting

 

Budgeting can be one of the most boring categories, but it can also yield the most information in our financial spending life.

 

In this episode, you get just me, Garrett! I will be covering four types of budgets that may work for you and how to decide if it’s one that you should implement. While budgeting takes a lot of work, it can give you the clearest picture in your financial life, especially during times of transition.

 

 

Here are a few topics I will cover:

 

  • 50-30-20 Budget
  • Envelope Budgeting Method
  • Zero Based Budget
  • Value Based Budget

 

 

Thanks for tuning in. Questions about today’s episode let us know.

 

https://ascendinvestment.com/

(801) 476 – 1200


Ascend Investment Podcast

#13 Cybersecurity



Cybersecurity

 

Everything and anything you use online is a potential problem – check out today’s episode for some cybersecurity tips to protect yourself and your loved ones.

 

In this episode, you get just me, Garrett! I will discuss some cybersecurity ideas and tips around fishing and identity theft. I will also be discussing some things you can do around password management and some available resources to help you navigate and maintain good internet hygiene.

 

Here are a few topics I will cover:

 

  • Public computer risks
  • Leaving information laying around
  • Giving out information
  • Reusing passwords
  • Clicking links
  • Money movement verification

 

 

Thanks for tuning in. Questions about today’s episode let us know.

 

https://ascendinvestment.com/

(801) 476 – 1200


Ascend Investment Podcast

#12 Starting The Year Out On The Right Foot



Starting The Year Out On The Right Foot

 

What are some different things you can do to start the year out on the right foot financially?

 

In this episode, we discuss what issues you should consider at the start of the new year. We talk about personal goal setting and how to line up your investments insurance and estate planning up with your goals. We also touch on the importance of an emergency fund to make sure you can have a successful new year.

 

Here are a few topics we will cover:

 

  • Being purposeful with your spending
  • Protect the emergency fund – only using it for true emergencies
  • Reviewing your insurances for the year
  • Tax notices
  • Trusts

 

Thanks for tuning in. Questions about today’s episode let us know.

 

https://ascendinvestment.com/

(801) 476 – 1200