⁠Get $200 Off Coaching!⁠

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.

4 Ways To Connect With Us:

1️⃣ FREE CALL: Book your FREE 20-Minute Financial Coaching Call now! Get personalized advice and start your financial journey ➡︎ https://www.budgetbesties.com/freecall

2️⃣ FACEBOOK: Become part of our Supportive Facebook Group. Connect, share, and learn with others mastering their budget skills ➡︎ https://www.budgetbesties.com/facebook

3️⃣ BUDGET: Grab our Signature Budget Template! It's your key to organizing and optimizing your finances effectively ➡︎ https://budgetbesties.com/budget

4️⃣ COACHING: Ready to dive deep into your finances? Sign up for 1-on-1 or Group Financial Coaching. It’s the accountability and guidance you need to make real progress ➡︎ https://budgetbesties.com/coaching

"I love Shana & Vanessa and this podcast is amazing!" < If that sounds like you, please consider rating and reviewing our show! It helps us to reach more people – just like you – to help them change their financial future. Don’t forget to follow the show so you don’t miss any episodes! And, if you’re feeling really generous, we’d be SO honored if you would share this podcast with someone.

Click here to view our privacy policy.

This description may contain affiliate links, meaning we may get a commission at no cost to you if you click & purchase!

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

Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans

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