Episode Synopsis "Budgeting - Needs, Wants, and Wishes"

Budgeting is the foundation of a great financial plan. But how can establishing a budget provide you with more financial freedom and less financial stress? In this episode, Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions and Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor with CNB Wealth Management, join CNB’s Pittsford Bank Office Manager, Harry Gibbs, to break down the basics of budgeting. What is a budget? Why is having a budget important? How do you get started? We answer these questions and more so you can put this financial tool to work in your own life. 

Listen "Budgeting - Needs, Wants, and Wishes"

More episodes of the podcast CNB Financial Wellness Show

• Third Quarter 2023 Market Commentary
• Credit 101
• Get a Head Start on 2023 Tax Planning
• College Costs: Setting Yourself Up for Success
• Investing 101
• Starting Your Career: How to Maximize Your Employer-Sponsored Benefits
• Divorce After 50 and Finances
• Estate Planning for the 99%
• Budgeting - Needs, Wants, and Wishes