I'm so excited to share the first part of my 2024 money planning process with you in this episode. I'll be giving you the inside scoop on the real conversations and decisions my husband and I had as we sorted out our personal finances and our combined money for the new year. From assessing our current financial situation to setting priorities for 2024, I'll be dishing out tips and tricks to help you tackle your own money planning.
In this episode, you’ll learn:
How to take a financial inventory: I'll walk you through how we sized up our finances, handled upcoming expenses, and made sure we were prepared for unexpected costs, like those sneaky holiday bills.
Navigating the holiday season: I’m sharing how we plan our Christmas spending, navigate family commitments, and manage expenses during this crazy time of year.
Looking back at 2023: Get ready to hear about the big events, expenses, and curveballs we faced in the past year, including travel, a new furry addition to the family, and how unexpected costs shook things up.
Setting the tone for 2024: Lastly, listen in to how we identified the things that matter most for the upcoming year, including upholding our family traditions, a laser focus on health and fitness, and investing in our marriage.
Don’t wait until January to start planning! Take a listen and let me know what you think. Will you try a similar planning session in your home?