The CFO Mindset: How to master your monthly spending plan
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The CFO Mindset: How to master your monthly spending plan
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Tired of losing sleep over your monthly spending plan that’s not going as planned? In this episode host Susan Speirs, CPA, shares a strategy she uses to stay in a CFO mindset when it comes to her personal finances. With input and ideas from Certified Financial Planner Shane Stewart, you will learn how to zero in on small ticket items that are draining your budget, how to make intentional decisions, and how to create a spending plan that helps to put you in control of your money.
About Your Host & Guest
Talk To Your CPA host Susan Speirs, CPA, is CEO of the Utah Association of Certified Public Accountants. Susan brings decades of firm ownership experience to the podcast.
Shane Stewart is a Certified Financial Planner with Deseret Mutual Benefit Administrators based in Salt Lake City, Utah. He has worked as a financial planner at DMBA since 2003 and is a frequent resource for Utah media organizations on personal finance topics.
Talk To Your CPA is proudly powered by the Utah Association of CPAs.