Episode Details
Back to EpisodesHow to financially plan for the new year (5 steps + free worksheet) / 7
Description
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.
✨ Episode Highlights ✨
[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
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