336 | Year-End Money Reset: Your 2024 Financial Review Checklist

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Budget besties, can you believe it? 2024 is wrapping up, and we’re here to help you close the year with clarity and confidence. In this episode, we break down the ultimate year-end financial checklist to help you reflect on your wins, learn from your not-so-great moments, and prep for a financially successful 2025.

We’re diving into everything from reviewing your budgets and debt to tidying up your financial docs and celebrating your wins. Don’t worry—it’s not all work. We’re also here to remind you to acknowledge how far you’ve come and dream big for the year ahead.

• Look back at your spending habits for 2024. What worked? What didn’t?
• If you’ve been using our system, use the financial snapshot to analyze trends like your biggest expenses or where you’ve consistently overspent.
• Didn’t have a budget this year? That’s okay! Start fresh in 2025.

• Did you pay off debt this year? If so, celebrate that win!
• If you didn’t make as much progress as you’d hoped, use this time to reflect and plan for 2025.

• What were your 2024 savings goals? Did you hit them?
• Take note of what worked and what didn’t so you can plan for bigger wins in 2025.

• Get tax-related paperwork, receipts, and records in order now. Trust us, April You will thank December You!

• Visit annualcreditreport.com for a free annual report. Make sure everything is accurate and catch any surprises.

• Are you paying for coverage you don’t need? Are you underinsured?
• Shop around for better deals or adjust your coverage to match your current needs.

• Check your accounts to see if you can make additional contributions before the year ends.

• It’s the season of giving! Review your budget and decide if you can make any last-minute contributions to causes that matter to you.

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