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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

Jun 17, 2023

On this podcast, Karl Eggerss discusses financial planning software, budgeting tools and apps, and whether or not they are necessary. Find out what he uses to track his expenses and what tools CAPTRUST uses for clients to not only track expenses, but do in depth financial planning.

Topics discussed on this podcast:

  • Financial Planning
  • Apps
  • Budgets
  • Federal Reserve

For more information, go to

#budget #financialplanning #apps #retirement @CAPTRUST