Money & Budgeting

Wealth planning is essential to the success of your business. We have tools and advice for setting up a budget, organizing your finances, and even preparing for retirement. Build a healthy relationship with your money and learn how to make it work for you.

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Accounting Categories – Financial Structure

These are financial categories that agents may want to consider for tracking business expenses. Word document that you can edit to work with your bookkeeper or accountant to determine a system that works for you!

Agent GCI and Activity

Use this Excel spreadsheet to record your activity. Automatically graphs!

An Accountant in your Corner

Every March we hear from agents who are freaked out about tax time. The one thing agents need to know about tax time is that it's a great opportunity to reevaluate and start fresh. Learn about the opportunities available to you at this time of year.

Business Personal Income Chart

This worksheet doesn't include the monthly detail that say, Denise's Money In Money Out sheet does, but if you want to track where you have been and where you want to go, this worksheet will do just that. And it includes automated graphs to boot!

Club Call - Money Relationships

Do you have power over your money... or does your money have power over you?  Our relationship with money is something we don't often look at - and we should!  This call will help you take a look at this important dynamic in your life.

Club Call - Tax Day Hangover

Having a healthy relationship with your money is critical to a sustainable business. If you've been wondering how to find the right kind of accountant, what role a financial planner completes in your business, how to save money without succumbing to bad habits, or what to keep in mind as you consider your retirement strategy, then join us as Denise covers a variety of important topics surrounding money and your real estate business.

Club Call - Taxes Taxes Taxes

Although this isn’t a super-fun topic, if tax time has you stressed, this is a great time to make a resolution to do things a little differently next year.

Denise Live! Disorganization is Hurting Your Business

Have you lost a buyer referral due to poor scheduling habits? Ever misplaced a critical listing presentation prop among your piles? Did you miss-out on reimbursements or tax-breaks due to missing records? Is there a mess getting in the way of doing your monthly marketing? Disorganization can kill your business with a thousand cuts and Denise is here with both organizing strategies and options for agents who don’t have the time.

Denise Live! Don’t Miss These Deductions

Tax season is in full-swing - are you taking all your deductions this year? This week we are discussing six deductions that agents often undervalue, but that can make a big difference to your bottom line. Whether you are filing on your own or working with a tax professional, understanding deductions is something every agent should know.

Denise Live! Financial Rules to Thrive By

Financial rules are a fantastic tool. They are there to help you set expectations, warn you when expenses are unhealthy, and keep your business and future on-track. Learn how to keep your spending on track, especially when you have financial goals to fulfill.

Denise Live! Finding Your Pajama Money Rate

If you have assets, then you have pajama money! Knowing your pajama money rate means peace of mind for the future. How much pajama money do you have now…and how much will you have in 5 years, 10 years, or 20 years? Learn your pajama money rate in today's episode of Denise Live. This episode includes the Future Value Calculator

Denise Live! Getting Familiar with Your Financial Future

Planning for a strong financial future begins when you are ready to get real, make a plan, and are able to keep your eyes on the prize - even when you are holding a big commission check.

Denise Live! House-Hacking

Buyers today have to get creative in order to cover their housing expenses. Join us for house hacking ideas and get the calculator that will help you talk with your buyers about opportunities to make money with their property.

Denise Live! How to Build Your Money Team

Your money team should be bigger than just you and your pocketbook. From accountants, mortgage professionals, and strategists, having a great team at your back is essential for making sound money decisions and keeping your future healthy!

Denise Live! The Power of Planning

Do you struggle to visualize how to reach your goals? You’re not alone. In today’s fail-fast-and-learn-lessons world, taking a shortcut and skipping the work of planning is a strong temptation. Yet a little effort into planning can save you money, time, and greatly increase your odds of success. Join us as we look at three parts of your business where you can use the power of planning to your advantage: your database, your lead generation, and your finances.

Denise Live! Your Money Plan

The beginning of the year is the perfect time to get a head start on decisions that can dramatically improve your long-term plans and set the stage toward financial health this year and beyond. Join us as we review smart money management strategies and outline steps for improvement that you can start taking right now.

Denise's Money In Money Out worksheet

Tracking your money doesn't have to be boring! In this new and improved Money In Money Out sheet, you have the ability to set budgets for a variety of expense items. When you are overbudget the worksheet will automatically see that and indicate that you are overbudget. You can also track your income, and see where you truly wind up at the end of the month. You can create a new document for every month, or create one sheet per year and navigate through your months through tabs at the bottom.

Developing Financial Awareness

Building financial awareness is a critical part of understanding your real estate business, measuring progress and meeting your goals. Join Denise for a discussion covering budgets, net worth, and the future value calculator.

Five Ways to Put the Future Value Calculator to Work for You

You might have heard about the Future Value Calculator, but have you thought about how you can use it in your business with clients? From working with on-the-fence buyers to running move-up buyer scenarios, the Future Value Calculator can become the go-to tool in your real estate toolbox. Join Shauna Naf, Calculator Creator as she shares her ideas and know-how with you.

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