Her Dinero Matters

Jen Hemphill

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[Summer Playlist] A 4-Step Financial Checklist to Spring Clean Your Finances | HDM 347

7/18/2024 • 27 min

When it comes to organizing our lives, we all have our ways and secret hacks… but in my opinion, nothing will ever beat the joys of having a realistic, well-thought checklist supporting your daily musings. No matter what my goals are, when I have them properly laid out in a list, magical things happen. If you are the type of person who also thrives when a handy checklist is provided, and you’ve been wanting to do some financial re-organization, I’ve got you covered. In this episode, I will share the 4-step checklist that I regularly use to review my finances whenever I feel some extra organization may be in order. When was the last time you had an incredibly productive day? The kind of day when the stars magically align and, out of the blue, you become a task-crushing machine that just makes stuff happen? I’ll be the first to admit that, for me, a day like this doesn’t happen as often as I would like, but regardless of that one thing is certain: the productivity gods do tend to visit more when I plan my day with intention. And that planning usually involves a carefully curated checklist. Whether it is for tackling my list of regular chores, getting a headstart on an important project, or doing a healthy dose of financial reviewing, checklists are an essential tool in my planning kit. And because I know so many of us have the nagging tendency to postpone tasks that we perceive as complex or time-consuming, especially when it comes to finances (yes Tax Filing, I’m looking at you), I’ve created a 4-step checklist that will allow you to do a quick but thorough overview of the current state of your finances. In this episode you will learn: Why you should consider using a checklist to organize yourself and stay on track with all the different aspects of your finances.Insights on how to set up realistic and achievable goals. My tested-and-tried 4-step checklist that will help you advance your finances.For a quick recap of this episode go to https://www.jenhemphill.com/347 The post, [Summer Playlist] A 4-Step Financial Checklist to Spring Clean Your Finances | HDM 347 appeared first on the Her Dinero Matters Podcast.

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