Most people never track their finances, and it keeps them stuck hoping and worrying.

In this episode, Dan talks with actuary and real estate investor Jack Allweil about how tracking your net worth and cash flow transforms behavior, accelerates financial independence, and brings clarity to your financial life. Jack shares how losing his job at age 27 became the turning point that led him to build freedom through data-driven decision-making, real estate, and intentional planning. Listen to learn how to use data in your plan to better achieve your goals.

Key Talking Points

• Jack’s story of transformation after job loss
• Why tracking drives better financial decisions
• How to build a personal balance sheet that creates clarity
• How tracking guides investing, real estate, and passive income choices
• The first steps anyone can take to start tracking and improving their financial life

Escape The Clock Resources

• The Book: www.escapetheclock.com/book
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Episode Sources

• Tracking increases savings rates by 15 to 20 percent: Morningstar (2023) - https://www.morningstar.com/content/dam/marketing/shared/research/foundational/802866-SaveMoreToday.pdf
• Only 32 percent of Americans calculate net worth annually: Charles Schwab Modern Wealth Survey (2024) - https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2024_findings.pdf
• Tracking increases goal achievement by 42 percent: Psychological Science (2015) - https://www.apa.org/news/press/releases/2015/10/progress-goals

Connect with Jack

• Website: www.fired-to-fire.com
• YouTube: https://youtube.com/@jackallweil
• Book: Make Better Bets - https://amzn.to/4nHfms3
• LinkedIn: https://linkedin.com/in/jack-allweil-fsa-3b1a3318/
• Social: https://x.com/Jack_Allweil

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Thank you for listening!

This information is for educational purposes only and is not financial advice. Consult a qualified professional for personalized guidance.