After years of shaping a life with more freedom, John and David found themselves rethinking what staying in the U.S. could cost them. In this interview with Brynne, they talk about what pushed them towards leaving and the financial planning behind their move abroad.
Money tips
Money avoidance is more common than we admit, but it doesn’t have to run the show. In this edition of Ruth's Two Cents, Ruth reminds us that we should look first, fix later, and start rebuilding confidence one small money moment at a time.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how PocketSmith helped Andy get back into the habit of managing money and feel more motivated about his finances again.
Money tips
Remote work has made it easier than ever to explore the world without pausing your career. But with this freedom comes the challenge of balancing the excitement of frequent travel with the need to stay financially and environmentally sustainable. Here's how to stay sustainable while making the most of the journey.
Company
A stadium in Singapore and a state luncheon in Auckland revealed the same truth: when you don't have the biggest stage, you win by knowing who you are and who you serve. In this first Field Note from Cross-Cultural Marketing, CMO Dora Yip explores what that means for PocketSmith.
Interviews
After falling in love with Italy as a child, Jennifer eventually found her way back there. The American entrepreneur eventually moved from California to Italy, claiming citizenship by descent just before the rules changed. In this interview with Brynne, she shares what the process cost and how she managed the financial reality of starting over abroad.
Money tips
When you’re building a blended family, money can get complicated fast. In this edition of Ruth’s Two Cents, Ruth explores how to set up a financial system that helps you work as a team without pretending every expense, obligation or family dynamic will look the same.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how PocketSmith helps Theo turn household budgeting into something proactive instead of reactive.
Money tips
Freelancing swings between feast and famine — one month overflowing with work, the next eerily quiet. While some ebb and flow is normal, others signal it's time to adapt. With AI and new tech reshaping industries, some freelancers and small business owners need to stay agile and ready to pivot before opportunities pass them by.
Money tips
Comparing your financial life to other people’s can feel almost impossible to avoid. In this edition of Ruth’s Two Cents, Ruth explores why comparison hits so hard, how curated glimpses of other people’s lives can distort your perspective, and why reconnecting with your own progress is one of the best ways to feel clearer and more content with the path you’re on.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Russell uses PocketSmith to review budgets, trim unnecessary costs and keep his family's finances moving in the right direction.
Product feature
Budget analysis is a key component of good personal finance software. It provides you with insight into your wins and losses when trying to control your spending, and your financial forecasts are only accurate when your budgets are on track. It all comes down to budget analysis.
Interviews
After a health scare in late 2023, Tiffany decided she didn't want to "push through" her way to peace anymore. So in early 2024, the American packed up her family and moved from North Carolina to Jamaica, chasing a slower pace and deeper community. In this interview with Brynne, she shares what improved, what surprised her and how she's made the money side of a cross-border life work.
Money tips
When you're self-employed, your finances do double duty. You need proper reporting for your business and clear visibility for your household. Accounting software covers the compliance side. PocketSmith helps you plan, forecast and stay in control of real life. Used together, they make a powerful pair.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how PocketSmith helped them move from rough guesses to precise timelines for their mortgage and bigger financial goals.
Money tips
Your feed is full of things to buy — deinfluencing is the trend that tells you it's okay not to. By questioning what you're sold online, you can cut back on impulse spending and keep more of your money for what genuinely matters to you.
Money tips
Starting a small business can feel thrilling, right up until the “money stuff” shows up. In this edition of Ruth’s Two Cents, Ruth shares the practical steps she wishes she’d known earlier in her own journey: test your idea with real customers before first, keep business and personal money separate from day one, and build at the “speed of cash” so you can learn without panic.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Sean uses PocketSmith to bring 30 years of money history together, so he can plan investing, retirement and family life with more clarity.
Money tips
When housing costs climb, it's tempting to treat state lines like an escape hatch. But America's affordable housing crunch doesn't stay politely contained to a handful of expensive places. Lower home prices can come bundled with higher insurance premiums, steeper property taxes, and day-to-day trade-offs that quietly raise your baseline costs.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Antonio uses PocketSmith to spot extra savings and keep his young family's month-to-month cash flow feeling calm and under control.
Money tips
Thinking about seeing an accountant can feel like a big step, especially when you’re not sure what you even need. Accountant Sam Harith explains when it makes sense to get professional help and how to choose the right kind of support, so you can book that first meeting feeling clear and prepared.
Money tips
Sustainable investing can sound like the best of both worlds, but does “ethical” mean lower returns — or just better marketing? In this edition of Ruth's Two Cents, Ruth breaks down what ethical investing really is, how to spot greenwashing, and the simple checks that matter most.
Product feature
One year on from our blog post on the future of PocketSmith on mobile, it's time for an update on how things are tracking, and how our thinking has changed a little over the past year.
Money tips
Week three of Emma Edwards' silly-season money diary slows things right down — desk days before shutdown, a self-serve acai bowl break and the steady drip of "life admin" spending. With PocketSmith tracking it all as it happens, she teases out what a quieter week's receipts show about planned routines, sneaky annual fees, and the small choices that keep holiday spending feeling calm.
