top of page
You Don't Have to Carry It Alone
Every week, Beyond the Budget walks through what it means to live as a steward, not an owner, one honest conversation at a time. If something here struck a chord, the podcast goes deeper.
Navigating the Home Buying Process Without Regret
Get ready to lay your head on your pillow without a worry about your mortgage payment! Read now for a brighter homeownership journey.

Greg Carroll, Legacy Financial Coaching
Feb 7, 20245 min read
TEN PRACTICAL STRATEGIES FOR TEACHING TEENS ABOUT MONEY
Last week we discussed the importance of teaching budgeting basics to children. This week we turn our focus and more detail to help you in nurturing financial savvy with your teen. Navigating the complex world of finances is a vital life skill, and what better time to instill this wisdom than during the formative years of adolescence? Teaching teens about money not only equips them with essential financial literacy but also sets the foundation for a responsible and empowered

Greg Carroll
Jan 27, 20246 min read
NURTURING FINANCIAL WISDOM: TEACHING BUDGETING BASICS TO CHILDREN
In our last post, The Unsettling Reality of Dying Without a Will, I hope you took an action to be sure you have one in place. It’s also a good time to check to be sure your beneficiaries are all up to date. Check with your bank or credit union. Check to be sure your beneficiaries for your retirement and Health Savings Accounts are current. Now is also a good time to organize all of your important papers and have them in a Legacy Drawer just to be a good steward to your family

Greg Carroll
Jan 27, 20244 min read
OVERCOMING COMMON BUDGETING HURDLES - A PRACTICAL GUIDE
Over the last three weeks, we’ve covered ‘Why Budgeting is for Everyone’, ‘How Budgeting Shapes Your Financial Future’ and ‘Making it Simple and Effective’ using the EveryDollar budgeting app. Maybe you’ve tried budgeting in the past but gave up because of the hurdles or challenges you experienced. If so, this article is for you. Embarking on a budgeting journey is like setting sail on a financial adventure. However, just like any voyage, there are bound to be hurdles (or bu

Greg Carroll
Jan 27, 20244 min read
BUDGETING TOOLS FOR EVERYONE - MAKING IT SIMPLE AND EFFECTIVE
Budgeting can give you control over your finances as we learned last week. If you want financial stability, the power to steer your financial ship and experience the transformative power that comes when you gain control over your finances, then budgeting is the way to go. Your budget becomes your guide and you become the captain steering towards your financial destiny. But you may be asking, “Well, Greg, what do I use to budget? Paper and pencil are too tedious and I’m not te

Greg Carroll
Jan 27, 20243 min read
DEMYSTIFYING BUDGETING - WHY IT MATTERS FOR EVERYONE
Over the next few weeks, I'll post and share on the topic of budgeting and will take you on a deep dive into various aspects of budgeting. If you have an income and expenses, then this series is for you! In this post, we will discuss why budgeting matters and why it's important for everyone. Maybe you think budgeting is too complicated or it's too restrictive. I'd ask you to just hang with me for a few weeks and let me share with you how simple budgeting can be, what tools an

Greg Carroll
Jan 27, 20243 min read
MORE MONEY IS NOT THE ANSWER TO YOUR PROBLEMS
Truth: Unless you address your behavior around spending, nothing changes. If only I could make six-figures. If only I earned more money in my job. If only, if only, IF ONLY…… The simple point of the matter is earning more money will not solve your money problems if you find yourself stressed, in debt, anxious and worried how you are going to make next month’s rent or mortgage payment. Did you know that up to 70% of lottery winners lose or spend all their winnings within 5 y

Greg Carroll, Legacy Financial Coaching
Jan 27, 20243 min read
bottom of page
