Beret (Bourree) Lam

speaker

435 appearances 6 recordings 1 series first heard Apr 2020 last heard Jan 2024

Beret (Bourree) Lam’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Knowing Your Numbers Can Lead You to Financial Freedom · 7 Jan 2024 podcast

I mean, you can schedule time to do this, but if you don't know where you're at, then you can't improve. matched

And so if you want to improve, you have to know where you're starting from. matched

Julia, I remember you writing some of this chapter about being, how do we start this journey of being rooted in reality and why that's so important for our financial lives? matched

Can you talk a little bit more? matched

Yeah. matched

I would say do it in small doses. matched

Part of taking control of your financial life is realizing where you're at and where all those accounts are at and how they come together, really getting the full picture of your financial life. matched

Like if you're only looking at the accounts that are going up, you might spend more. matched

You might take the wrong action. matched

You might start spending more because you're like, I'm so rich and I'm doing so well. matched

But if you look at everything together, then you can get a better picture of whether you're really doing well matched

Or if you need some improvement, maybe you need a little more savings. matched

Maybe you should automate some things. matched

Maybe your cash flow isn't as good as you think it is. matched

You have to know where you're starting. matched

You have to know where you're at. matched

So the buckets we have are, they're very basic, but like Julia said, it really varies based on your financials. matched

The five buckets we recommend is one is the basics. matched

How much tax do you have to pay and how much income do you make? matched

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