Description

As the year comes to a close, it’s the perfect time to pause, reflect, and set yourself up for financial success in the year ahead.

In this episode of the Female Finance Collective Podcast, Jen sits down with financial planner and money coach Meri-Li to walk through the process she uses with her clients for a year-end financial review. This conversation is designed to help you look back on the year with clarity (not judgment), update your numbers, and create a plan that feels realistic, supportive, and aligned with your life.

We cover:

• Why cash flow is the best place to start your year-end review
• How to review and update your budget for the year ahead
• What to look for when reviewing debt and upcoming “freed-up money”
• How to plan ahead for savings, travel, and future expenses
• A simple way to check in on your tax position before the year ends
• Why documenting your goals matters — and how to actually stick with them
• How choosing a financial “theme” for the year can simplify decisions and create momentum

🎁 Free Resource:

We’ve created a Year-End Financial Review Checklist and a companion workbook to help you work through everything discussed in this episode.

Click here to join our free community to download your copy today.

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*Disclaimer: The Female Finance Collective podcast is for educational purposes only as we share our personal experiences and opinions. To make the best financial decisions for you, research and contact a financial advisor with questions. Remember, all investments involve some form of risk; there is no guarantee that you will be successful in making, saving, or investing money, and there is always a risk of loss when investing.