TOPIC

finance planning

Shared financial snapshot tool: Get an overview of your finances as a couple

Track what you each earn, spend, and contribute, and see your finances as a couple using the Wealthbit Shared Financial Snapshot tool.

November 27, 2025

What does money mean to you? A practical tool to help you and your partner figure it out

We don’t often stop to think about how we handle money, and in a couple, these approaches can be very different. A money date helps open up the conversation and gets you talking.

November 25, 2025

What’s your money style as a couple? Find out with this insightful tool

See how you and your partner think about money. This quick and fun tool reveals your money habits, how they interact, and gives you easy conversation prompts to help you make informed decisions together.

November 20, 2025

Buying vs renting: which is smarter for your money and lifestyle?

Deciding whether to rent or buy isn’t simple. The Wealthbit Buying vs Renting tool helps you compare both paths over time, and see which option truly fits your life and finances.

October 9, 2025

Debt repayments email course: Take control of your debt in just 4 days

A free 4-part mini course to help you take charge of your debt one small step at a time.

October 8, 2025

Money on their minds? The distraction costing your team energy and motivation

A simple budget can do more than balance numbers. It can reduce financial stress - one of the biggest distractions employees carry with them into the workplace.

September 22, 2025

Budgeting email course: Build a plan that funds your goals

A free email course that teaches you a simple system for managing your money that supports your life goals, instead of limiting them.

September 11, 2025

Build a budget that reflects your life, not just your bills: A simple guide

Get the Wealthbit Simple Budgeting Workbook to clearly see your finances, set goals, and build a plan that fits your life.

September 9, 2025

Life goals email course: Turn your money into a life you’re proud of

Your money isn’t just numbers on a spreadsheet. It’s the fuel for the life you want to live.

September 4, 2025

Protect focus and performance by reducing financial pressure from big personal spends

Big purchases should be exciting, but without the right planning they can quietly turn into the kind of money stress that follows your people into work every day.

August 27, 2025