#077 | The 2021 financial checklist to ensure you stay on track

December 30, 2020

Episode Summary:

In this week’s episode, we introduce a new 2021 financial checklist that we created. It can be hard to remember all of the things you need to do throughout the year, but have no fear we are here to help! This is the financial checklist that will help you keep your financial life organized in 2021 and ensure you don’t forget key items and to-dos. You can buy our 2021 financial checklist in our etsy store for $3, or get it for free on our website.

Episode Notes:

It’s hard to remember all the things you need to do throughout the year, so having a checklist really helps. This is comparable to a home maintenance checklist for your house. It’s hard to remember you need to change your air filter in November and cut the ivy off the trees a few times a year. If you have a checklist, you’re on a much better path to accomplish your goals for the year.

We’ve created a starter checklist to then take and customize for your personal needs and goals. Download the checklist, remove the things that don’t apply to you, add additional unique custom items that apply to you and we would never know, and then manage and track your progress throughout the year. Remember, what gets measured gets better!

We talk through this checklist at a high level and share some thought-starters and recommendations on each of the items on it. Most of the items are self-explanatory, but we also share which podcast episodes could be helpful if you need additional details and inspiration. The sections of the 2021 financial checklist include:

Financial Management and Organization
Retirement Savings
Savings and Investments
Debt Payoff
Employer Benefits
Cutting Expenses
Credit and Credit Card Management
Wills and Estate Management
Taxes
Giving and Giving Away

Top 3 takeaways:

Download and use this checklist, it’s helpful.
Make the important financial responsibilities part of your routine. When they become habitual, it won’t seem like work.
Keep at it and celebrate your successes throughout the year.

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