Episode Details

Tired of those overwhelming New Year's financial planning checklists? In this short episode, we break down a simple five-step exercise that takes about 30 minutes and actually helps you tackle your biggest money pain point — no perfectionism required.

Listen in to learn how to: 

1. Identify what's really bothering you
2. Name the feeling you're chasing instead of just the goal
3. And create a concrete plan for January that doesn't involve overhauling your entire life. 

Plus, we walk you through how to anticipate roadblocks before they derail you — because life happens, and we're planning for that.

✨ Episode Highlights ✨

• [0:00] Why we ditched last year's complicated checklist
• [2:00] The one thing that actually matters (and why it's not what you think)
• [5:00] Step 1: Name your money pain point
• [7:00] Step 2: Name how you want to feel instead
• [9:00] Step 3: Brainstorm small ways to ease the pain
• [10:00] Step 4: Name the roadblocks (and plan for them)
• [12:00] Step 5: Pick your January experiment
• [13:00] Why progress beats perfection every single time

✨ Resources ✨

• Free Download — Your 2026 New Year Money Reset 

Have follow-up questions about tackling your money goals or want us to dive deeper into anything we covered? Email us at hello@thefinancegirlies.com and we'd love to help.

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