Your birthday comes around every year- and you never forget because it’s something that you look forward to! But we’d argue that there are certain financial tasks that we should also revisit at least once a year, but we’re less than enthusiastic about knocking them out. This neglect is compounded by the fact that our finances have gotten more complicated than ever. You likely have accounts everywhere: you might have multiple 401ks, savings accounts, credit cards- it might feel like there’s too much going on as you juggle more logins than you can keep up with. Now these are tasks that don’t need to become ongoing obligations, but we do think they will help you make your personal finances more manageable. Whether it’s something as straightforward and practical as making some tweaks to your budget or if it’s the beginning of a season of reevaluating your life goals, we have a number of tasks that will allow you to spring clean your finances.
Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances:
Knowing your ‘money gear’ is a crucial part of your personal finance journey. Start here.) Sign up for the weekly HTM newsletter). It’s fun, free, & practical. Join a thriving community of fellow money in the HTM Facebook group.) Find the best credit card for you with our new credit card tool)! Massively reduce your cell phone bill) each month by switching to a discount provider like Mint Mobile.
During this episode we enjoyed a classic: Saison Dupont by Brasserie Dupont! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts) or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!
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