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117 | Financial Spring Cleaning: 90-Day Reflection of Q1 Money Habits & Goals

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Manage episode 410183229 series 3426000
Content provided by Keina Newell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keina Newell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week's Financial Spring Cleaning series episode, I challenge you to reflect on the first 90 days of 2024. It's unbelievable how quickly time flies, and it is so important to take a step back to evaluate our financial progress, goals, and habits.

Reflecting on what has worked well in the past quarter allows us to celebrate our progress and identify areas of growth. Acknowledging our achievements, whether it's consistently saving money, paying off debt, or investing wisely, is essential. Conversely, recognizing what didn't work allows for honest self-assessment and the opportunity to course-correct. In addition to reflecting on Q1, it's time to refresh intentions and goals so we can continue to foster positive money habits.

By envisioning where we want to be in the future, whether it's April 2025 or the next six months, we can chart a clear path toward financial success. My goal is to empower you to take control of your finances so you can spend drama-free and confidently pursue your dreams!

Tune in for insights on these topics:

  • [02:10] Write out financial goals and intentions

  • [05:45] Audit Q1 - what is going well?

  • [07:51] What didn’t work in Q1?

  • [09:00] What do you want to do differently?

Tune into this episode of Money Files to learn how to do a 90-day financial reflection and stay on track to hit your money goals in 2024!

Get full show notes and the episode transcript:

https://wealthovernow.com/financial-coaching-money-coach-money-goals-financial-goals-90-day-financial-reflection-financial-management-budgeting-financial-forecasting-saving-money-money-goals/

Links mentioned in this episode…

Set up a call | Financial Coach Washington, DC | Wealth Over No

  continue reading

173 episodes

Artwork
iconShare
 
Manage episode 410183229 series 3426000
Content provided by Keina Newell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keina Newell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week's Financial Spring Cleaning series episode, I challenge you to reflect on the first 90 days of 2024. It's unbelievable how quickly time flies, and it is so important to take a step back to evaluate our financial progress, goals, and habits.

Reflecting on what has worked well in the past quarter allows us to celebrate our progress and identify areas of growth. Acknowledging our achievements, whether it's consistently saving money, paying off debt, or investing wisely, is essential. Conversely, recognizing what didn't work allows for honest self-assessment and the opportunity to course-correct. In addition to reflecting on Q1, it's time to refresh intentions and goals so we can continue to foster positive money habits.

By envisioning where we want to be in the future, whether it's April 2025 or the next six months, we can chart a clear path toward financial success. My goal is to empower you to take control of your finances so you can spend drama-free and confidently pursue your dreams!

Tune in for insights on these topics:

  • [02:10] Write out financial goals and intentions

  • [05:45] Audit Q1 - what is going well?

  • [07:51] What didn’t work in Q1?

  • [09:00] What do you want to do differently?

Tune into this episode of Money Files to learn how to do a 90-day financial reflection and stay on track to hit your money goals in 2024!

Get full show notes and the episode transcript:

https://wealthovernow.com/financial-coaching-money-coach-money-goals-financial-goals-90-day-financial-reflection-financial-management-budgeting-financial-forecasting-saving-money-money-goals/

Links mentioned in this episode…

Set up a call | Financial Coach Washington, DC | Wealth Over No

  continue reading

173 episodes

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