{"id":12676,"date":"2021-02-10T16:02:29","date_gmt":"2021-02-10T16:02:29","guid":{"rendered":"https:\/\/sandler.dsstaging2.com\/case-study\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/"},"modified":"2022-10-24T23:01:18","modified_gmt":"2022-10-24T23:01:18","slug":"how-to-succeed-at-keeping-your-financial-house-in-order-podcast","status":"publish","type":"post","link":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/","title":{"rendered":"How to Succeed at Keeping Your Financial House in Order"},"content":{"rendered":"\n<p>Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order.<\/p>\n\n\n\n<p><strong>Find Cassie at:<\/strong><a rel=\"noreferrer noopener\" href=\"https:\/\/kramerps.com\/\" target=\"_blank\">https:\/\/kramerps.com\/<\/a>&nbsp;<\/p>\n\n\n\n<p>In this episode:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>The best attitude, behavior, and technique on how to succeed at keeping your financial house in order<\/li><li>What are your financial goals and are you prepared to get there?<\/li><li>Choose to believe what you WANT to believe and own it<\/li><li>Create your budget before each week and stick with it<\/li><li>Set a time to do your bookkeeping every week<\/li><li>Don\u2019t comingle funds<\/li><li>Reconcile your books<\/li><li>Reasons to use a tax preparer<\/li><li>Be okay with FOMO<\/li><li>Use the 30-day rule<\/li><li>Cassie\u2019s definition of success and favorite quote<\/li><li>Favorite Sandler lesson<\/li><\/ul>\n\n\n\n<p><strong>Podcast<\/strong>:\u00a0<a href=\"https:\/\/howtosucceed.libsyn.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/howtosucceed.libsyn.com<\/a>\/<\/p>\n\n\n\n<p><strong>iTunes<\/strong>:\u00a0<a href=\"https:\/\/itunes.apple.com\/us\/podcast\/how-to-succeed-podcast-by\/id1097591566\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/itunes.apple.com\/us\/podcast\/how-to-succeed-podcast-by\/id1097591566<\/a><\/p>\n\n\n\n<p><strong>Spotify<\/strong>:\u00a0<a href=\"https:\/\/open.spotify.com\/show\/00JoVzRtMzmQB5Ae5RWWQZ\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/open.spotify.com\/show\/00JoVzRtMzmQB5Ae5RWWQZ<\/a>\u00a0<\/p>\n\n\n\n<p>The How to Succeed Podcast is a public and free podcast from Sandler Training, the worldwide leader in sales, management, and customer service training for individuals all the way up to Fortune 500 companies with over 250 locations around the globe.&nbsp;<\/p>\n\n\n\n<p><strong>Find white papers, webinars, and more in our free Sandler E-Learning Library:<\/strong><a href=\"https:\/\/www.sandler.com\/sell\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.sandler.com\/sell<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order.<\/p>\n","protected":false},"author":167,"featured_media":12677,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[1204],"tags":[1337,1495,1033,1134,1035,1484],"class_list":["post-12676","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","tag-how-to-succeed","tag-industry","tag-leadership","tag-leadership-development","tag-management","tag-podcasts"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Succeed at Keeping Your Financial House in Order - Sandler<\/title>\n<meta name=\"description\" content=\"Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Succeed at Keeping Your Financial House in Order - Sandler\" \/>\n<meta property=\"og:description\" content=\"Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/\" \/>\n<meta property=\"og:site_name\" content=\"Sandler\" \/>\n<meta property=\"article:published_time\" content=\"2021-02-10T16:02:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-10-24T23:01:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/sandler.com\/wp-content\/uploads\/2022\/10\/How-to-Succeed-at-Keeping-Your-Financial-House-in-Order-PODCAST-1-1-1.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"500\" \/>\n\t<meta property=\"og:image:height\" content=\"333\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Alexa Ray\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alexa Ray\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/\",\"url\":\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/\",\"name\":\"How to Succeed at Keeping Your Financial House in Order - Sandler\",\"isPartOf\":{\"@id\":\"https:\/\/sandler.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/sandler.com\/wp-content\/uploads\/2022\/10\/How-to-Succeed-at-Keeping-Your-Financial-House-in-Order-PODCAST-1-1-1.jpeg\",\"datePublished\":\"2021-02-10T16:02:29+00:00\",\"dateModified\":\"2022-10-24T23:01:18+00:00\",\"author\":{\"@id\":\"https:\/\/sandler.com\/#\/schema\/person\/018700f8e289bef3875442b2b77d16a9\"},\"description\":\"Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order.\",\"breadcrumb\":{\"@id\":\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#primaryimage\",\"url\":\"https:\/\/sandler.com\/wp-content\/uploads\/2022\/10\/How-to-Succeed-at-Keeping-Your-Financial-House-in-Order-PODCAST-1-1-1.jpeg\",\"contentUrl\":\"https:\/\/sandler.com\/wp-content\/uploads\/2022\/10\/How-to-Succeed-at-Keeping-Your-Financial-House-in-Order-PODCAST-1-1-1.jpeg\",\"width\":500,\"height\":333,\"caption\":\"How to Succeed at Keeping Your Financial House in Order [PODCAST]\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/sandler.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Succeed at Keeping Your Financial House in Order\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/sandler.com\/#website\",\"url\":\"https:\/\/sandler.com\/\",\"name\":\"Sandler\",\"description\":\"Sales and leadership training and coaching solutions for salespeople, sales managers, and executives\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/sandler.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/sandler.com\/#\/schema\/person\/018700f8e289bef3875442b2b77d16a9\",\"name\":\"Alexa Ray\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/sandler.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/d5f0d4181859ad779aec57647f7db3c0182d483b15f9192a54594d4c6e4ebcd2?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/d5f0d4181859ad779aec57647f7db3c0182d483b15f9192a54594d4c6e4ebcd2?s=96&d=mm&r=g\",\"caption\":\"Alexa Ray\"},\"sameAs\":[\"http:\/\/sandler.com\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Succeed at Keeping Your Financial House in Order - Sandler","description":"Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/","og_locale":"en_US","og_type":"article","og_title":"How to Succeed at Keeping Your Financial House in Order - Sandler","og_description":"Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order.","og_url":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/","og_site_name":"Sandler","article_published_time":"2021-02-10T16:02:29+00:00","article_modified_time":"2022-10-24T23:01:18+00:00","og_image":[{"width":500,"height":333,"url":"https:\/\/sandler.com\/wp-content\/uploads\/2022\/10\/How-to-Succeed-at-Keeping-Your-Financial-House-in-Order-PODCAST-1-1-1.jpeg","type":"image\/jpeg"}],"author":"Alexa Ray","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Alexa Ray","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/","url":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/","name":"How to Succeed at Keeping Your Financial House in Order - Sandler","isPartOf":{"@id":"https:\/\/sandler.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#primaryimage"},"image":{"@id":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#primaryimage"},"thumbnailUrl":"https:\/\/sandler.com\/wp-content\/uploads\/2022\/10\/How-to-Succeed-at-Keeping-Your-Financial-House-in-Order-PODCAST-1-1-1.jpeg","datePublished":"2021-02-10T16:02:29+00:00","dateModified":"2022-10-24T23:01:18+00:00","author":{"@id":"https:\/\/sandler.com\/#\/schema\/person\/018700f8e289bef3875442b2b77d16a9"},"description":"Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order.","breadcrumb":{"@id":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#primaryimage","url":"https:\/\/sandler.com\/wp-content\/uploads\/2022\/10\/How-to-Succeed-at-Keeping-Your-Financial-House-in-Order-PODCAST-1-1-1.jpeg","contentUrl":"https:\/\/sandler.com\/wp-content\/uploads\/2022\/10\/How-to-Succeed-at-Keeping-Your-Financial-House-in-Order-PODCAST-1-1-1.jpeg","width":500,"height":333,"caption":"How to Succeed at Keeping Your Financial House in Order [PODCAST]"},{"@type":"BreadcrumbList","@id":"https:\/\/sandler.com\/podcasts\/how-to-succeed-at-keeping-your-financial-house-in-order-podcast\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/sandler.com\/"},{"@type":"ListItem","position":2,"name":"How to Succeed at Keeping Your Financial House in Order"}]},{"@type":"WebSite","@id":"https:\/\/sandler.com\/#website","url":"https:\/\/sandler.com\/","name":"Sandler","description":"Sales and leadership training and coaching solutions for salespeople, sales managers, and executives","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/sandler.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/sandler.com\/#\/schema\/person\/018700f8e289bef3875442b2b77d16a9","name":"Alexa Ray","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/sandler.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/d5f0d4181859ad779aec57647f7db3c0182d483b15f9192a54594d4c6e4ebcd2?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/d5f0d4181859ad779aec57647f7db3c0182d483b15f9192a54594d4c6e4ebcd2?s=96&d=mm&r=g","caption":"Alexa Ray"},"sameAs":["http:\/\/sandler.com"]}]}},"_links":{"self":[{"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/posts\/12676","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/users\/167"}],"replies":[{"embeddable":true,"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/comments?post=12676"}],"version-history":[{"count":0,"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/posts\/12676\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/media\/12677"}],"wp:attachment":[{"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/media?parent=12676"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/categories?post=12676"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sandler.com\/wp-json\/wp\/v2\/tags?post=12676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}