WilCo Grind Money Stories Questionnaire
Thanks for being apart of WilCo Grind! This is a quick written interview so we can turn your story into a clean, interesting spotlight.
We will be editing your answers down for the newsletter piece, but will use the entire interview on the website in the future.
How old are you? An approximation is fine too (ex, early 40s)
Do you have kids? If so, what's your #1 most stressful thing as it relates to kids and money?
Do you own or rent? If own, how did you structure your mortgage? If rent, how much is your rent? Include any additional background, insights or tips for those in your situation.
How much do you get paid? If applicable, describe bonus and other compensation as it relates to your work income.
Do you have any other sources of income and if so, can you list them, give us a sense of how much you earn, and describe how you developed them?
How's your work/life balance?
Do you have debt? If so, can you list and give us a sense of interest rates/payment plans and your general approach to debt.
What credit card do you use and why did you choose this specific card?
Do you budget? Why or why not? If so, what's your approach to budgeting and what tools do you use to budget? Any tips?
Best/Worst Recurring Expense?
What's your favorite recurring expense and why(ex, gym membership, spotify, etc)? How much is it? What's your worst or most annoying recurring expense and why?
What's your #1 favorite thing to spend money on and why?
What's your #1 Williamson County money tip? It can be big or small (ex, best free parking or commercial real estate investment thesis).
What's your #1 Williamson County restaurant that's totally worth the money. Your order there?
Total Savings/Investments?
Are you putting anything into savings? How much? What's your general approach to saving and investing? If applicable, include services/tools you love, balances, whether you have a financial advisor, 401K balances and approach, general portfolio allocation, tips, and anything else insightful.
Are you saving for anything specific (ex, trip, care, house)? And/or, If money was no object, what would you love to buy?
If you know it, what's your ballpark net worth? Describe how you generated this wealth (ex, salary savings over your career, inheritance, business sale, etc). What's your #1 advice to others looking to grow their net worth?
When do you want to retire, how much money do you want to retire with, and what do you plan on doing in retirement? If already retired, describe your situation.
Personal Financial Freedom
How much money would you need to feel complete financial freedom? Why?
What do you consider "rich" in Williamson County and why?
Best/Worst Money Decision?
What's the best money decision you've ever made? What's the worst?
List and describe your top 3 financial goals and your plans to achieve them.
What's the #1 thing on your mind when it comes to your current financial situation? This can be an item that's stressing you out or a big decision you're wrestling with.
Where did you learn how to manage your money?
Anything else you'd like to share that we didn't ask?
