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  • Stuff About Money They Didn’t Teach You in School
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  • Pillar 3 – Know Where Your Money Is Going
  • Pharmacists
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  • Pillar 4 – Plan Where You Want Your Money to Go
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    Budgeting Made Easier: A Simple 3-Part Video Series

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      • Stuff About Money They Didn’t Teach You in School
      • Pillar 2 – Know Where Your Money Is
      • Pillar 1 – Know What’s Important to You
      • Pillar 6 – Save for Tomorrow
      • Pillar 3 – Know Where Your Money Is Going
      • Pharmacists
      • Pillar 5 – Squash Debt
      • Pillar 4 – Plan Where You Want Your Money to Go
      • Cultivate Success
      • Money 101
      • Estate Planning
      • Goal Setting & Accountability
      • Taxes
      • Saving
      • Insurance Professionals are Givers
      • Insurance Planning
      • Insurance Agency Owners
      • College Planning
      • Spending & Budgeting
      • Video
      • Budgeting Video Series

        Budgeting Made Easier: A Simple 3-Part Video Series

        Read More

      Content

      Podcast

      FAQ

      Articles

      E-Guides

      Explore All

      Recent Topics

      • Stuff About Money They Didn’t Teach You in School
      • Pillar 2 – Know Where Your Money Is
      • Pillar 1 – Know What’s Important to You
      • Pillar 6 – Save for Tomorrow
      • Pillar 3 – Know Where Your Money Is Going
      • Pharmacists
      • Pillar 5 – Squash Debt
      • Pillar 4 – Plan Where You Want Your Money to Go
      • Cultivate Success
      • Money 101
      • Estate Planning
      • Goal Setting & Accountability
      • Taxes
      • Saving
      • Insurance Professionals are Givers
      • Insurance Planning
      • Insurance Agency Owners
      • College Planning
      • Spending & Budgeting
      • Video

      Featured Resource

      • Budgeting Video Series

        Budgeting Made Easier: A Simple 3-Part Video Series

        Read More
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Budgeting Made Easier: A Simple 3-Part Video Series

Read MoreBudgeting Made Easier: A Simple 3-Part Video Series
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Episode 95: The Three Biggest Money Lies We Tell Ourselves

Read MoreEpisode 95: The Three Biggest Money Lies We Tell Ourselves
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Episode 89: Prepare for Future Spending by Practicing the Payment

Read MoreEpisode 89: Prepare for Future Spending by Practicing the Payment
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Episode 80: Common Money Mistakes Advisors See Clients Make

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2 Things Erik and Xavier Are Doing to Better Their Finances in 2024

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A Fresh Take on Budgeting…Even Millionaires Do It

Read MoreA Fresh Take on Budgeting…Even Millionaires Do It
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Coffee: Is it helping or hurting your budgeting abilities?

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Materialism vs. The Holidays

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SIMPLE. Money Edition 1: Automate

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Are Your Spending Patterns Aligned with Your Financial Future?

Read MoreAre Your Spending Patterns Aligned with Your Financial Future?
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Copyright © 2026 • Plan Wisely Wealth Advisors • Privacy Policy • Website By Advisor Evolved • Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services offered through Angel Wealth Strategies, LLC. Entities listed are not affiliated.

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