Creatives Meet Business

Listen in on what industry experts had to say at the latest Creatives Meet Business event. Host Ashland Viscosi curates and shares the best content and tips from the live events to help creatives and artists transition into creative entrepreneurs.
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Creatives Meet Business


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Jun 7, 2016

Hi there folks!

This is the final chapter in our two part "mini-series" on budgets. Be sure to check out "Budgets...What's in a Name?" if you want some more insights into creating a budget best suited for you and your lifestyle. 

Our podcast content is "filmed" in front of a live "studio" audience.  You may be (briefly) fooled into thinking that this audible chocolate was recorded in a studio. Alas, although oftentimes the vocals are clear, there will be evidence that our experts are recorded live at the events (with background noise to prove it).

This episode features five Financial Planners, all sharing tips and tricks you can use to stay on budget and tools that will help you along the way:

  • 1:42 - Chris Baum, Palermo Wealth Management
  • 7:42 - Megan Poore, Lucien Stirling and Gray Advisory Group
    • Accountability (to spreadsheets OR people!)
    • Recent study on motivation and what keeps folks accountable (for whatever priority they set for themselves)
  • 10:13 - Philip Olson, The Art of Finance 
    • Psychology of giving - save first and give generously
    • One month ahead goal
    • Baby steps to weather a financial storm: create your emergency fund from your one month ahead goal, pay off debt smallest to largest, then save more in the emergency fund
    • YNAB (You Need a Budget)
    • Live on last month's income philosophy
  • 15:24 - Sophia Bera, Gen Y Planning
    • Find the tracking system that works for you! App, spreadsheet, whatever works best
    • (great for understanding past transactions)
    • Weekly spends versus monthly budget
  • Keith Powell, Austin Divorce Planners
    • (create spending limits)
    • True Bill OR Trim for monitoring subscriptions on credit card statements

Alas, we must now bid adieu to budgets. We hope you enjoy the many tips and tricks nestled into this episode about how to prioritize your spending so that it works for you.

We still have a few more episodes featuring insights from these Financial Planners on savings, retirement and being a creative entrepreneur. We can't wait to share them with you.

If you like what you hear or want to give us some feedback, please leave a comment.

Thank you!

Ashland Viscosi, Creatives Meet Business


About Creatives Meet Business:

Creatives Meet Business is an event series based out of Austin, Texas for creatives of ALL disciplines to no longer think of themselves just as "artists" and "creatives" but also as "small business owners" and "entrepreneurs."