Couple Money Podcast

Today we’ll go over key steps on how to make and achieve your big family financial goals for next year! 

How to Set Up (And Achieve) Your Family’s Financial Goals

As 2021 winds down, now is a great time to set up some pieces with your finances so you can knock things out of the ballpark in 2022. 

 

Last week I went into how we’ve done year end reviews. They’ve been a wonderful way for us to get a snapshot of the progress we made and identify areas where we may want to adjust. 

 

Most of the numbers reviewed are automated. There are some fantastic options out there like Personal Capital, Mint, Tiller, and You Need a Budget that can pull the numbers from your accounts into one neat dashboard. 

 

However a year end review is just that - a review. If we want to level up for the next year, we have to have some blueprint or plan. 

 

Here’s where it’s key for us to create our family financial goals. They give us a guide on how to allocate or prioritize our money for the year. 

 

Today I want to walk you through some critical parts of that process so you can craft a game plan for next year and beyond. 

 

In this episode, we’re going to look at how you can tackle some major hurdles families have with creating and reaching their financial goals. We’ll discuss:

  • Creating better family and financial goals by taking the three most popular money goals families set and turning them into SMART goals
  • Crafting a plan so you develop key habits that make it easier to hit your goals
  • Finding time to adopt these new habits and systems

Are you ready? Let’s get started! 

Resources to Build Up Your Family Finances Together

Direct download: CM_Bonus_Creating_Smart_Family_and_financial_Goals.mp3
Category:personal finance -- posted at: 1:40pm EST

Get a peek into how we did with our goals for this year and see how you can do your year review and set yourself up for an incredible 2022!

Why You Need to Do a Year-End Review with Your Money

It's November, aka the time of the year where I usually start winding down. 

As you may or may not know, I take December off from the podcast to recharge and rest things. We also have our anniversary then.

With those things in mind, these last two episodes of the season are focused on helping you set things up for a fantastic year in 2022 and beyond.

Besides our monthly money review, one of the things we do is a year end review. It’s a way for us to review the numbers, celebrate wins, and see what we need to work on. 

We then take that information and use it to plan out the next year. 

Today I want to walk you through the process. We’ll go through our goals we made for the year, finding the money to reach them, and whether we’re on track with them or not.

 

Next week, we’ll then look at how to create goals in a way so you can make progress. 

Are you ready? Let’s get started!

Resources to Build Up Your Family Finances Together

Thank You to Our Sponsor Coastal!

thanks to our podcast sponsor Coastal Credit Union. If you want to live better, you have to bank better!

Support for this podcast comes from Coastal Credit Union! If you’re living in the Raleigh Durham area and looking to bank better, come check out Coastal today.

We’ve been Coastal members for a few years have been happy with their services.

Find out more about what Coastal offers here!

Support the Podcast!

Thank you so much for listening to the podcast! If you enjoyed this episode and found it helpful, here are some ways to support it.

  • 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 rating and review on Apple Podcasts.
  • Grab a copy of Jumpstart Your Marriage and Your MoneyMy 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!

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