Whether you crushed your money goals or had a rocky year financially, these 8 simple steps will help you close out the new year on a high note.
In this episode of the Thank Me Later Show with Jini, we’re breaking down actionable steps to help you finish the year strong and build momentum for an even better year ahead. Our host Jini shares wisdom from her experience as a CPA and business manager in the entertainment industry and her personal experience as a wife and mother of two adult sons.
We'll discuss strategies to enjoy the holidays without breaking the bank, explore the power of scheduling regular money meetings with yourself and creating a money calendar to stay organized and motivated, plus more practical steps to take to help you master your money and transform your life.
If you tune into this podcast episode and apply these tips, I promise you will #thankmelater!
#thankmelatershow #thankmelatermoney #jinithornton #moneycoach #financialexpert #endofyearplanning #financialgoals
STAY CONNECTED:
Connect with Thank Me Later:
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https://jinithornton.com/
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https://www.linkedin.com/in/jinithornton/
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RESOURCES:
Payable On Death / Transfer On Death Action Plan: https://thankmelatermoney.myshopify.com/collections/shop/products/pod
TML Community: https://www.thankmelater.money
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TIMESTAMPS:
2:37 - How to create a year end financial checklist
3:18 - Updating your beneficiaries for your life insurance and setting up a payable on death beneficiary for your bank account
4:18 - Plan financially for the holidays beyond gifts
5:04 - How to set a budget for meals around the holiday
6:01 - How to create an intentional shopping strategy for the holidays
6:56 - The power of scheduling money meetings with yourself
8:14 - How to create a money calendar
9:43 - How to have mindful fun around the holidays
11:09 - How to avoid overspending during the holidays
