Category Archives: Personal Finance with a twist

Hate Budgeting? Steps 9-12 Solidify A New, Joyful Path

The I HATE Budgeting (But I Like Having Money) wrapped up the 12-Step program, learning the final 4 steps to changing their relationship with money from (even mildly) dysfunctional to hopeful, intentional and – dare I say – joyful. While … Continue reading

Posted in Budgeting, Faith & Finances, Living the life of your dreams, Personal Finance with a twist, Psychology of Money, Tackling debt | Tagged , | Leave a comment

The 5th & 8th Steps to Confident Budgeting: Admit Wrongs, Make Amends

The I HATE Budgeting (But I Like Having Money) support group has been focusing on the renowned 12-step program used for other dysfunctions. This post covers step 5 (admit wrongs) and step 8 (make amends) because I think the two … Continue reading

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Hate Budgeting? Take Step 4: A Personal Inventory

Step 4 of the 12 step program prompts us to take “a searching and fearless moral inventory of ourselves.” Many years ago, a boss gave me a “SWOT” (strengths, weaknesses, opportunities, threats) style performance review. It was the first time … Continue reading

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Hate Budgeting? Your Higher Power wants to help

If you’re new to this blog, let me bring you up to speed: I run a support group for people who hate budgeting (so, everyone) called – pointedly – “I HATE Budgeting (But I Like Having Money).” We meet monthly … Continue reading

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Hate Budgeting? Take Step 2: Acknowledge a Higher Power & Ask for Help

Over this past summer I decided that the I HATE Budgeting (But I Like Having Money) support group would use the 12 steps used by other support groups. The 12 steps were designed for those struggling with addiction. In applying … Continue reading

Posted in Budgeting, Faith & Finances, Goals, Money & Spirituality, Personal Finance with a twist, Psychology of Money, Saving, Tackling debt | Tagged , , , | 1 Comment

Hate Budgeting? Take Step 1: Admit Powerlessness

The “I HATE Budgeting (But I Like Having Money)” support group was started because I realized there were support groups for some people to help with some challenging aspects of life (alcohol, drugs, overeating, gambling) but there really wasn’t anything … Continue reading

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Did You Get a Flat Tire on the Road to Financial Wellness?

I met with a client the other day who was simply trying to pull up his most recent 401(k) statement for me to review and, forgetting his password, got sucked into Log-In-Reset- Password-Hell. I have another client who was supposed … Continue reading

Posted in Personal Finance with a twist, Psychology of Money | Tagged | 4 Comments