#52: How to Financially Prepare for the New Year

Depending on when you’re listening to this episode, another year is quickly approaching.

If I’m honest, I absolutely LOVE this time of year.

There’s something about a fresh start that gets me so inspired and motivated.

What better fresh start than a new year?!

Granted, to be successful, we need to be motivated all the time.

However, a new year is the best time to get the momentum flowing.

In this episode, I’m walking you through the things you can do to financially prepare yourself for a new year.

Here’s a glance at this episode:

  • [02:16] I’m walking you through a few questions you can ask to better understand your current financial situation.
  • [05:30] Creating goals is how you take your dreams up a notch. Don’t skip the process of setting your financial goals.
  • [08:15] Saving for your priorities before saving for your wants can reduce stress and help you work towards the things that truly matter to you.
  • [11:00] The holidays used to be my prime time for overspending. This left me moving into the new year behind financially.

Click here to listen!

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Resources mentioned in this episode:

The Best Way to Set Money Goals for the New Year

Save with a High Yield Savings Account. Synchrony or Ally are great options!

Listen to Episode 15 – My Debt Free Story and Takeaways

Listen to Episode 21 – Setting up your Own Financial Filing System

Download the Free Money Moves Packet

Struggling with your finances? Schedule a free financial focus call with me!



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