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WealthGrow by Wharton Investment Consultants - Budgeting

Budgeting

04/23/25 • 11 min

WealthGrow by Wharton Investment Consultants

When it comes to managing your finances, the most important tool you can have is a solid budget. Budgeting is not just about tracking your spending; it’s about gaining control over your money, making informed decisions, and achieving your financial goals. Whether you’re trying to pay off debt, save for a significant purchase, or build wealth for the future, budgeting is the key to reaching those objectives.

WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

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When it comes to managing your finances, the most important tool you can have is a solid budget. Budgeting is not just about tracking your spending; it’s about gaining control over your money, making informed decisions, and achieving your financial goals. Whether you’re trying to pay off debt, save for a significant purchase, or build wealth for the future, budgeting is the key to reaching those objectives.

WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

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WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

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WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

WealthGrow by Wharton Investment Consultants - Budgeting

Transcript

[00:00:00]
Speaker 1: Welcome to Wealth Grow,
[00:00:02]
Speaker 1: where we talk about building wealth, securing futures,
[00:00:06]
Speaker 1: and making smart financial decisions.
[00:00:08]
Speaker 1: My name is Stuart Cameron,
[00:00:10]
Speaker 1: OSJ branch manager
[00:00:12]
Speaker 1: and financial advisor with Wharton Investment Consultants.
[00:00:16]
Speaker 1: And today we are diving into a critical topic, budgeting.
[00:00:22]
Speaker

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