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Adam Greco – The Budget Evangelist

Listen Here -- Maximize Your Return on Life Podcast -- Adam Greco – The Budget Evangelist

Shari interviews real people with real stories who have embraced their core values to make life decisions. We hope that their stories will inspire you to Maximize Your Return on Life.

In this episode, Shari talks to budgeting expert (and brother) Adam Greco about budgeting tips. Adam is a budgeting fanatic. He lays out three budgeting strategies: A) Set an annual saving goal and the budget will fall into place. B) Use a spreadsheet and budget the big items – rent/mortgage, insurance, debt, health, travel, etc. C) Use a comprehensive budgeting program like Quicken. Adam will help you align your expenses to your values and give you peace of mind. Remember: You can have anything you want, not everything.

Shari Greco Reiches

Shari co-founded Rappaport Reiches Capital Management with one goal - to maximize the return on life for her clients. Please connect with Shari below. She loves to talk about investing, financial planning, and Barry Manilow.

The author does not intend to provide investment, legal or tax advice as these materials are for general educational purposes only. Please consult your legal, tax or investment professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to RRCM’s Form ADV Part 2 for additional disclosures regarding RRCM and its practices.