Budgeting for Families: Save More, Argue Less | Rob Bertman | Growing Money with Sean Trace

Growing Money with Sean Trace

In this episode, we unlock the secrets to building a budget that actually works for your life. Rob Bertman, Director of Family Budget Services at Buckingham, shares his journey from investment management to helping families save more and stress less. Together, we explore why tracking your spending is the ultimate first step to financial freedom and how to create a budget that’s empowering, not restrictive.

We dive into how aligning your spending with your values can transform your relationships and reduce financial stress. Rob breaks down practical, family-friendly budgeting tips, showing you how to cut costs without sacrificing the lifestyle you love. Whether you’re a young family juggling bills or nearing retirement and looking to optimize your finances, we’ve got you covered.

Plus, I share personal stories about teaching my daughter financial lessons, including a fun zombie-themed activity that will change the way you think about needs vs. wants. Don’t miss Rob’s powerful examples of how families have turned financial chaos into clarity and how you can do the same.