Financial Butlers

The Butler Experience

Education EN ↓ 28 episodes

The Financial Butlers team (with some assistance from AI) talks about organizing and optimizing your money and educating you on personal finance fundamentals we all should have learned at home or in school.

Author

Financial Butlers

Episodes

Meet “Jason” 22.11.2024 4:22

Meet "Jason." A new college graduate entering consulting making $90k annually. His goals are to start off on the right foot by reducing debt (specifically student loans and credit cards), increasing short-term savings (i.e. emergency fund), and long-term savings (i.e. retirement). Success! Jason setup his first budget as a working professional, which includes prioritizing over $800/month towards b...

Meet “David” 14.11.2024 4:59

Meet "David." A single 30 year-old veteran who makes $215k annually with goals to strategically invest significant cash savings, increase retirement contributions, and optimize spending. Success! David already had a strong portfolio and made improvements by adding $1500/month to retirement savings ($18k/year), moving his emergency fund to a high yield savings account, and began proactively reservi...

Financial Butlers 01.10.2024 3:36

Meet Financial Butlers. Welcome to the first episode in our AI-powered podcast series. Learn more about who we are, what we do, client success stories, and how to stay connected. We can’t wait to meet you!