Client Case Study: From Deficit to Surplus - Mastering Financial Goals | EP093

Welcome to The New Money Habits Podcast. In this episode, join Coach Nino Villa and Sarah Jones as they dive into a real-life client case study, dissecting the financial situation to determine whether the client is managing a surplus or deficit. They leave no stone unturned, discussing income, expenses, and debt, offering valuable insights into financial assessment and management. If you're looking to take control of your finances, this episode is a must-listen. Discover the actionable steps you can take to increase your surplus and effectively manage your money to achieve your financial goals.  👉 Have questions for the hosts? Submit them to: [email protected] 👉 Join our FREE Facebook Group of like-minded people:  www.facebook.com/groups/newmoneyhabits ⤵️  Download our FREE Basic Budget Worksheet: www.newmoneyhabits.com/budgeteers/helpful-tools 📞 Schedule a FREE call with Coach Nino or Sarah: www.newmoneyhabits.com/budgeteers/contact ✅ Take your first step toward creating new money habits with our online course: How to Create a Better Budget: Your Foundation to Financial Freedom: www.newmoneyhabits.com/bootcamp 🎵 Music by Summer School @newmoneyhabits / @KUWTJFC