32 min listen
#077 | The 2021 financial checklist to ensure you stay on track
Fromfriends on FIRE
ratings:
Length:
35 minutes
Released:
Dec 30, 2020
Format:
Podcast episode
Description
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 OrganizationRetirement SavingsSavings and InvestmentsDebt PayoffEmployer BenefitsCutting ExpensesCredit and Credit Card ManagementWills and Estate ManagementTaxesGiving and Giving AwayTop 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.---Show ReferencesTemplate for $3 at friends on FIRE etsy store - 2021 Financial Checklist2021 financial tracker available on friends on FIRE website for free---Follow friends on FIRETwitterInstagramFacebookLinkedInLeave us a voicemail or text us: 404-981-3370eMail us at: friendsonfiremm@gmail.comVisit our website: www.friendsonfire.orgfriends on FIRE etsy store---Other LinksMaggie’s Blog: Mostly Minimal LifeMike’s Book: Your New Relationship with Money
Released:
Dec 30, 2020
Format:
Podcast episode
Titles in the series (100)
#007 | 2020 Goals + How to Set Them: Mike + Maggie cover an important topic for 2020: Goals and how to set them. We talk about the importance of setting SMART goals (Specific, Measurable, Attainable/Assignable, Relevant/Realistic, Time-Bound) and the importance of tracking against your goals to make progress. We then share our personal and financial goals for 2020. Listen to help get your 2020 started on the right financial foot. by friends on FIRE