#52 Personal Finance & Pre-Planning Unlocked: A Conversation with Clayton Laborde
Description
In this episode of The Money Doctor® Money Talk for Modern Entrepreneurs Podcast, host Mildred Dillon, CPA, revisits the often-overlooked power of having a job and how it can fuel your entrepreneurial dreams.
Joined by Clayton Laborde, a pre-planning advisor at Garden of Memories, they discuss the importance of personal finance and the benefits of pre-planning for future expenses, particularly in the context of funeral services.
Clayton shares insights on locking in costs to alleviate the financial burden on loved ones during difficult times, emphasizing the necessity of addressing these matters proactively.
Mildred and Clayton also delve into the significance of her structured money management system, introducing a pocket planner designed to help individuals track their finances effectively. They highlight the importance of budgeting and managing personal expenses, especially for business owners who often neglect their personal finances in the hustle of running a company.
Listeners will gain valuable tips on how to stay organized with their finances, the benefits of writing things down, and the role of financial clarity in maintaining healthy relationships.
Tune in for an engaging conversation that underscores the importance of being proactive about personal finance and how the right tools can lead to lasting financial well-being.
00:00 Introduction to The Money Doctor® Podcast
00:20 Revisiting The Power of a Job
01:10 Meet Clayton Laborde
03:30 The Importance of Funeral Pre-Planning & Pre-Need Services
06:57 Introducing the Pocket Planner
08:16 Weekly & Monthly Personal FinanceTracking
09:44 How to Use the Pocket Planner Effectively
11:20 The Power of Writing To Bring Clarity To Finances
13:30 Writing Can Bring Financial Clarity in Marriages
14:52 Wrap-Up and Resources
Links Mentioned:
Find the Pocket Planner on Amazon: https://a.co/d/44GSw6G
Connect with Clayton Laborde: Text 504-400-1134
Visit our website: https://YourMoneyDr.com
Follow us on social media: @YourMoneyDr
Need Tax Help from Mildred? Connect with the Founder at www.mdilloncpa.com/free-tax-quote







