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How to financially plan for the new year (5 steps + free worksheet)
Manage episode 461422421 series 3611343
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In the latest episode of the Finance Girlies podcast, Emily and Cassidy offer a guide to setting your finances in order for the new year with five actionable steps.
They discuss clarifying financial goals, auditing financial accounts, checking major financial numbers, refreshing spending plans, and making a list of lingering financial tasks.
Throughout the episode, they share personal anecdotes and practical tips to help listeners implement these steps in a manageable and stress-free way. Plus, they offer a handy checklist to help you stay organized as you work through these five tasks.
✨ Grab your checklist here! ✨
00:00 Welcome to the Finance Girlies Podcast
02:05 Step 1: Clarify Your Financial Goals
05:35 Step 2: Audit Your Accounts
09:40 Step 3: Check In With Your Major Numbers
14:24 Step 4: Refresh Your Spending Plan
22:38 Step 5: List Lingering Financial Tasks
26:38 Final Thoughts and Recap
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