Episode 12: Journey Check-in: Taxes, Subscriptions & Quarter 2 Goals

end-of-life planning goals quarterly goals subscriptions taxes Mar 26, 2024
Honey & Santiago having a conversation

This week’s essential question is: Where are you on your journey?

Santiago and Honey are doing an update episode, filling you in on things they’ve learned and what they’ve been working on in their journey.

Financial Management and Taxation Santiago shares experiences with business taxes, tracking recurring expenses, and subscription management through Rocket Money. They discuss the challenges and benefits of using financial management tools.

Future Goals They outline their goals for the next quarter, including setting up a family password manager, alternating bill payments, decluttering, and updating their legacy ledger.

Where are you on your journey? Remember, this isn’t something you have to do all at once. Use the Legacy Ledger to get started.

Remember that every chapter you write today shapes your legacy tomorrow.