Today we’re wrapping up the season with how to overcome setbacks and plan for your best year! 

Financial Wins, Overcoming Setbacks, and Planning for Your Best Year

How has this year been treating you? To be honest, things have been a real roller coaster. 

We've made several trips this year to visit loved ones in the hospital, nursing homes, or just to check in on them. 

We've also had a dear friend lose her battle with cancer this past week (hence the delay on the finale). 

I appreciate having this option because I know years ago when we were in debt, this wouldn't have seemed possible. 

It's made me more determined to continue helping families be in a better spot with their money so they can have more options like stepping back.

I hate when money is a source of stress when you have bigger things to think about.

With that in mind, today’s show is focused on how to do a year-end review.

In this episode, we’ll get into:

• Our progress on our goals for the year and doing a year end revie
• What to do when you have a set back with finances
• Why families need to simplify and enjoy

Hope you enjoy!

Resources to Having Your Best Year with Finances

Want to learn more? Here are some resources to check out:

• Best Budget and Money Apps: Personal Capital, Tiller, Mint
• Automatic Saving: Qapital
• Free 401(k) Analysis: blooom
• Jumpstart Your Marriage and Your Money
• Simplify and Enjoy
• 5 Books to Motivate and Guide You to Become Debt Free Faster
• 5 Money Books for Couples Looking to Become Financially Independent

Support the Podcast!

Thank you so much for listening to the podcast!

• Spread the word! If you enjoyed this episode and think it can help a buddy get on the path to dumping debt and become financially free, please share.
• Leave a review. Honest feedback and reviews make a big difference and gets the word out about the podcast. Leave your review on Apple or Stitcher.
• Grab a copy of Jumpstart Your Marriage and Your Money. My book is designed for a busy couple to set up their finances in 4 weeks. Get tips and tools that have worked for other couples on their journey of building their marriage and wealth together!

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere.

Today we’re going over to figure out the best money goals for you and how to tackle them together!

Tackling Your Big Money Goals

It's December, can you believe it?

What are your plans for this month?

Last weekend we went up to visit family and friends in Virginia. We had a wonderful time, but we're a bit drained seeing so many people at once. This weekend we're relaxing.

Now that we took care of the last bit of stuff for health insurance and investments that my husband's employer needed for next year, we should have time to chat a bit more on what we want to do overall.

Typically we both have ideas on what we like to knock out and usually, we end up with 2 or 3 big goals for the year. Last year we focused on the basement renovation (1st phase done!), family trips (2 bigger and several weekend trips), and paying more towards the mortgage (upped our monthly mortgage payments).

Proud of what we did and we'd like to build on that momentum. And based on the emails and messages I got it looks like you're thinking the same thing. So today we're going over how to reach your money goals together.

In this episode we’ll get into:

• Why people fail with their goals
• Choosing the right goal for you
• Setting up a system that makes it easy for you to knock out your goal

You’re ready? Let’s go!

Resources to Knocking Out Your Money Goals Together

Want to learn more? Here are some resources to check out:

• Best Budget and Money Apps: Personal Capital, Tiller, Mint
• Automatic Saving: Qapital
• Free 401(k) Analysis: blooom
• Jumpstart Your Marriage and Your Money
• The Smart Way to Build Your Emergency Fund
• 3 Keys to Knocking Out Your Big Money Goals Together
• Why Most People Fail with Their Goals
• 10 Personal Finance Goals To Help Your Family Build Wealth This Year
• How Setting Financial Goals Will Get You To Financial Freedom with Michael Kay

Support the Podcast!

Thank you so much for listening to the podcast!

• Spread the word! If you enjoyed this episode and think it can help a buddy get on the path to dumping debt and become financially free, please share.
• Leave a review. Honest feedback and reviews make a big difference and gets the word out about the podcast. Leave your review on Apple or Stitcher.
• Grab a copy of Jumpstart Your Marriage and Your Money. My book is designed for a busy couple to set up their finances in 4 weeks. Get tips and tools that have worked for other couples on their journey of building their marriage and wealth together!

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere.