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14 Ways To Successfully Balance Spending And Saving In Your 30s

By Forbes logo
December 28, 2018
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Many individuals reach significantly higher levels of earning – and spending – in their 30s. Many of them have moved up in their careers, branched out across sectors, started investing, gotten married or started a family, to name a few. All of these events can also drain savings significantly, not to mention cut into retirement plans.

With so much capital moving around, it is important to set goals and guidelines for how and when money is spent. To give you a better understanding of how 30-somethings can stay on track for general savings and retirement, 14 entrepreneurs from Forbes Finance Council share their top advice for those needing to find a balance between spending and saving in their 30s.

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Entrepreneur Weekly (Podcast)

By Trilogy Financial
October 14, 2018

Jason Feifer, Jennifer Miller and Jeff Motske

Welcome to Relationship Management 101: Working with your spouse can be extremely rewarding (and complicated). In this episode, we dive deep with three people who’ve mastered the balance of professional ambition and personal relationships. Kicking off the show is Entrepreneur Magazine Editor-in-Chief, Jason Feifer, and author and journalist, Jennifer Miller. This husband and wife duo recently co-authored the comedic romp, “Mr. Nice Guy”, and learned about their marriage in the process. Jason and Jennifer reveal their top tips on working with loved ones. Next we'll speak with Jeff Motske, President and CEO of Trilogy Financial, Certified Financial Planner, Host of “The Jeff Motske Show”, and Author of “The Couple's Guide to Financial Compatibility”. Jeff serves up important lessons on collaborative money management, and explains why having a succession plan in place is integral for a healthy business environment. Tune in to find out how open communication, compromise, and preparation can help you strike the ideal work/life harmony.

[00:00:00] Personal and Professional Relationships

[00:05:30] The Power of Open Communication

[00:11:31] Tips for Working with Your Spouse

[00:18:21] Schedule a Financial Date Night

[00:26:11] Your Ego is the Enemy of Humility

[00:33:22] Why You Need a Succession Plan

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How to Go on a Financial Diet

By Trilogy Financial
September 21, 2018

IF YOU'RE LOOKING TO boost your bank account and lower your bills, assessing where you can trim your expenses is an ideal step toward taking control of your finances. But just as cutting back on calories isn't always easy, paring back your expenses and identifying areas where you're overspending can present a challenge. You may have to modify your budget, re-evaluate your spending habits and even shift your mindset. So if you want to go on a financial diet but aren't sure how to start, try the following expert-backed strategies.

Start tracking your expenses. “In order to cut back on the budget, you need to have a budget,” says Kevin Gallegos, the vice president of client enrollment with Freedom Debt Relief, a debt settlement company based in Phoenix. “While people may talk about trimming the budget, relatively few actually have one written down. A spreadsheet or pencil and paper will work as well as budget-specific software or an app,” he says.

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