Your spending changes with the seasons, so your spending plan should too. That’s why I do a quarterly money review: to evaluate my spending, celebrate my results, adjust my money goals, and create a new spending plan that accurately reflects my current wants and needs.
In this episode, I’m sharing my process for doing your own quarterly number review. I’m sharing how you can adjust your spending plan in real time to better reflect your current needs and goals. Plus, I’m explaining why it’s so important to think about upcoming expenses when creating your spending plan and savings goals.
In this episode, you’ll learn...
Tune in to this episode to learn how to do your own quarterly number review and get even closer to your money goals.
Get full show notes and the episode transcript: https://wealthovernow.com/a-quarterly-number-review-for-your-personal-finances
Be sure to sign up for my masterclass, How to Budget Without Restriction, on March 31 at 12pm EST: https://wealthovernow.com/masterclass
Links mentioned in this episode…
Listen to Episode 13 with Kim Tran all about salary negotiation