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Tanya Dalton is passionate about helping women take charge of their schedules and get more done. But it's not just about checking things off the list, she says, it's about giving your tasks priorities and allocating your time to the most important things. And just because something is urgent, doesn't necessarily mean it's important! Tanya Dalton sh…
 
Inspired by the ideas in Morgan Housel's book The Psychology of Money, Jesse discusses the meaning of the word "wealth," and how we define wealth in our own lives. Is it just about money in the bank, or is it about our physical health too? Or family health, or liking our job, or having options in life? It turns out, wealth can mean many different t…
 
It should be no surprise that a business with 100 employees has different management challenges than a business with 10 employees. At some point, managing the business becomes less about the idea that founded the business -- creating something that people like and want, product market fit, etc -- and more about solving the logistical challenges of …
 
Did you know Jesse has another podcast all about business? He and veteran YNAB'er and virtual CFO Mark Butler have launched Beginning Balance to talk about the lessons they've learned consulting with other businesses as well as managing their own businesses. In today's episode, we are rebroadcasting an episode of Beginning Balance which looks at ho…
 
When did that happen? It seems like the year was just getting started, and all of a sudden it's mid-October. The holidays are coming soon -- have you been creating space in your budget for your holiday spending? If not, it's not too late! There's still time to set some cash aside in your holiday spending category, plan your expenses carefully, and …
 
There's plenty of firms and consultants out there selling strategies and solutions for customer acquisition using partner programs, referral codes, and other internet based referral tools. They promise to be the "gasoline" that accelerates the fire of growth in your company, but do the results hold up to the promise? Is it possible instead to build…
 
Jesse answers a listener-submitted question. If you've paid off your debt, and you have an emergency fund, should you start investing in the stock market? If your goal is to build wealth -- and there are many good reasons to -- then investing in the stock market is a great way to do that. Sign up for a free 34-day trial of YNAB at www.youneedabudge…
 
It's easy enough to convince ourselves that personal wants are "needs" that we just have to have. In business, the temptation is even stronger -- after all, it can probably be expensed, there are plans for growth, we have to keep up with the competition... However you spin it, most "needs" are really just wants, and our cash is a scarce resource. R…
 
Did you know YNAB is on Tik Tok? Yep, thanks to YNAB team member Sarah Schweisthal, You Need A Budget has been lighting up Tik Tok "stitches" with budgeting advice for the yoots. Sarah talks about her work sharing the Four Rules on Tik Tok, as well as her own budgeting journey going from being deeply in debt to traveling full-time in a travel trail…
 
It's been hot for years, and has recently become white hot. Cryptocurrencies have the potential to change money and finance in a profound way, but does that make it a good investment, or mere speculation? How would you invest in crypto anyway? Jesse offers his thoughts on this incredible 21st century innovation. Sign up for a free 34-day trial of Y…
 
It's a word that inspires yawns and sends meeting participants to their phones. But, it's something that strong leaders and strong teams do well -- process. Mark and Jesse discuss what it means to have good processes in your business, what they look like, and how to develop good processes. Process improvement doesn't happen overnight, in fact it of…
 
Jesse speaks with renowned financial journalist William Green about his new book -- Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life -- in which Green interviewed numerous billionaires, fund managers, and legendary investors about their investing wisdom, mindset, and even philosophy. Even if you are just a passive …
 
School is back in session! And today, Jesse and Matthew Amster-Burton are discussing everything you need to do to get started investing for retirement. They break down the different types of investment accounts, mutual funds and index funds, bonds, and a few simple, stress-free strategies for investing. Sign up for a free 34-day trial of YNAB at ww…
 
Jesse chats with Dustin Heiner, a real estate investor who quit his job five years ago after building a passive income stream sufficient enough to live on. Dustin received a wake up call several years ago when he was laid off from what he thought was a stable government job when his department lost funding. Although he was able to find a new positi…
 
School is in session! Jesse teamed up with Matthew Amster-Burton (who you have heard on the Behind the Scenes series), a YNAB team member and former financial advisor, to create a short series demystifying the world of investing. For the first day of class, they cover some of the basic investing terms you will encounter. YNAB is all about helping y…
 
Mark and Jesse invite their long-time tax advisor Casey Murdock, or Wealth Guard Advisors, to talk about common myths and misunderstandings business owners have about the tax code as well as legitimate tax saving strategies. Tax can seem like a tedious field, but having good tax strategies can result in big savings. As always, having cash on hand o…
 
Do you pay off debt first, or invest for retirement while paying it off slower? Or do you build an emergency fund first? How much? There are a number of tradeoffs when it comes to paying off debt, saving, and investing, and Jesse reminds us that there is no prescription! Everyone's budget is personal, and will depend on their goals, values, and emo…
 
Cash basis accounting works for a lot of businesses, and it has a lot of benefits being simple, easy to understand, and a relatively "pure" way to evaluate the cash position of the business. But for some businesses it may make sense to switch to accrual accounting, where things start to get a bit complicated. Mark and Jesse set out to demystify acc…
 
With the Baby Boomer generation rapidly aging into retirement, more and more Generation X and older Millennials face some tough financial questions: how do you financial support parents that need medical care, or long-term assistance, but cannot afford it? Should you support kids after college by allowing them to live at home while they get their f…
 
As you might have noticed by now, the team at YNAB is diverse, eclectic, and full of passionate people with a wide range of interests. It is no surprise, then, that in the course of conducting these Behind the Scenes interviews, Jesse discovered a ton of interesting and, well, random things about the employees of YNAB! Sign up for a free 34-day tri…
 
Mark and Jesse take a break from talking about cash to focus on the "softer" aspects of running a business and, more specifically, a team. But, as these things tend to do, it turns out core values are everything about running a business, and they directly impact how your day to day business operations proceed. While very important, core values can …
 
Talking about money isn't easy for adults, so it's no surprise that many adults struggle with how to talk about money with their kids. Stephanie Anne-Lyse Wealth, or just Anne-Lyse as she goes by in her publications, has some ideas for introducing children to the concept of money, saving, investments, and debt. Anne-Lyse is the author of Dream of L…
 
In today's installment of Behind the Scenes, YNAB team members share their insights about personal finance, whether it's overcoming the fear and confusion of investing, learning to push yourself to achieve things you never thought you could, or better understanding our conditioning around money and success. Sign up for a free 34-day trial of YNAB a…
 
It's that time of the year again, when summer is winding down and children are starting the new school year. As seasons go, starting the new school year is a time of new schedules and new challenges. It's also a great time to rethink the budget, or simply get back in touch with the budget. Sign up for a free 34-day trial of YNAB at www.youneedabudg…
 
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