How to Budget Like a Financial Adviser | Inside a Financial Plan Ep 6

A real-world look at how tracking your money actually works - without spreadsheets or guesswork.In this episode of Inside a Financial Plan, Jess walks through a PocketSmith onboarding session with Rachel and Dion, covering how to set up accounts, track cash flow, build realistic budgets, categorise spending, handle transfers correctly, and use clear insights to stay aligned with their financial plan over time.

This episode is proudly sponsored by PocketSmith: Big goals mean nothing without action. PocketSmith helps you track, plan, and stay accountable. ⁠Start today with 50% off your first two months.⁠

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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.