EPISODE · Feb 8, 2021 · 24 MIN
How to Succeed at Keeping Your Financial House in Order
Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order. Find Cassie at: https://kramerps.com/ In this episode: The best attitude, behavior, and technique on how to succeed at keeping your financial house in order What are your financial goals and are you prepared to get there? Choose to believe what you WANT to believe and own it Create your budget before each week and stick with it Set a time to do your bookkeeping every week Don't comingle funds Reconcile your books Reasons to use a tax preparer Be okay with FOMO Use the 30-day rule Cassie's definition of success and favorite quote Favorite Sandler lesson Podcast: https://howtosucceed.libsyn.com/ iTunes: https://itunes.apple.com/us/podcast/how-to-succeed-podcast-by/id1097591566 Spotify: https://open.spotify.com/show/00JoVzRtMzmQB5Ae5RWWQZ The How to Succeed Podcast is a public and free podcast from Sandler Training, the worldwide leader in sales, management, and customer service training for individuals all the way up to Fortune 500 companies with over 250 locations around the globe. Find white papers, webinars, and more in our free Sandler E-Learning Library: https://www.sandler.com/sell Don't forget to subscribe and leave us a comment!
NOW PLAYING
How to Succeed at Keeping Your Financial House in Order
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m