SIMPLE. Money Edition 1: Automate
Self-discipline will often let you down. In this, the first installment of the SIMPLE Money Edition series, Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP® provide you with a simple, practical, and tactical strategy for overcoming your procrastination. Use technology to help you improve your finances and improve your home. Invest in your relationships.
Episode Highlights:
- Erik shares how their teaching presentations have been doing recently. (2:30)
- What is the SIMPLE money task for today’s episode? (4:00)
- Erik explains the idea of automating. (4:32)
- Erik mentions three ways to automate your finances. (5:20)
- Erik explains how to automate your debt payments. (6:36)
- Erik explains the idea of short-term savings. (8:55)
- Matt shares his testimonies about automating. (10:26)
- Erik shares the third automation idea. (12:10)
Key Quotes:
- “If you can help people level up their financial management and clean some things up, that might give them a better shot at better stronger relationships. And, that’s kind of the idea of our presentations.” – Erik Garcia, CFP®
- “Most of us don’t have the self-discipline to do the things that we know we need to be doing to meet our goals, or to… whatever. We just lack as human being self-discipline. So, we need to build in these guardrails, if you will, and one of the techniques is to automate.” – Erik Garcia, CFP®
- “Finances are generally not the main reason for divorce, but they’re a huge part of the conflict that can lead to divorce.” – Dr. Matt Morris, LPC, LMFT
Resources Mentioned:
Your First Step to Financial Security
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