Louis Guajardo, CFP®
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joinmoonshotcollective.com
Louis Guajardo, CFP®
@joinmoonshotcollective.com
Educating business owners and
entrepreneurs on finance 💸
Resources ⬇️
joinmoonshotcollective.com/resources
There are plenty out there. I like Monarch Money, but YNAB and CoPilot are a couple of other popular ones. The solutions are truly masters in tracking money in and money out, and they help me save at least 10 hours every year.
June 5, 2025 at 6:06 PM
I was using a jack of all trades, master of none system. Every month, I allocated 1-2 hours to track and organize all of this. So I sought a better solution.
June 5, 2025 at 6:06 PM
TLDR: Great companies thrive long-term by building on strong foundations and using purpose-built tools tailored to their exact task.
June 5, 2025 at 6:06 PM
When I started writing the Brighter Days Investing newsletter, it made me think about how business and personal finances relate. I had been, and continued to use Google Sheets to track my cash flow (budget), but then I read this article (www.forbes.com/councils/for...).
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June 5, 2025 at 6:06 PM
June 3, 2025 at 7:35 PM
June 3, 2025 at 7:35 PM
June 3, 2025 at 7:35 PM
June 3, 2025 at 7:35 PM
June 3, 2025 at 7:35 PM
June 3, 2025 at 7:35 PM
June 3, 2025 at 7:35 PM