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The Money with Katie Show

#10: 3 QUESTIONS YOU SHOULD ASK YOURSELF FOR 2022: Annual Financial (and Life) Planning

The Money with Katie Show

Money with Katie

Self-improvement, Education, Business, Investing, How To

4.81.3K Ratings

🗓️ 8 December 2021

⏱️ 36 minutes

🧾️ Download transcript

Summary

Today, we're talking about three questions we should be asking ourselves in preparation for a new year. Annual planning (both financial and otherwise) is super powerful for achieving the things we want. Our three questions: Where will I be one year from today? Where am I right now? What's my one word for 2022? In this episode, I'll talk you through how to answer these questions (and the questions within them) and how to use them to reach your goals in 2022. The 2022 Wealth Planner launches January 1, 2022 at midnight. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Hello and welcome back to another episode of The Money with Katie Podcast.

0:06.7

So before we launch into today's topic, I'm going to make a humble request of you.

0:11.1

If you like this show, please subscribe.

0:14.1

It'll let you know when new episodes drop on Wednesdays and it'll give me sweet algorithm

0:19.3

fun points.

0:20.5

So if you're listening on Apple Podcasts specifically, also know that a review goes a really long

0:26.8

way.

0:27.8

Okay, please and thank you.

0:29.6

Now that that's out of the way, today we are going to talk about all things 2022 financial

0:35.6

planning and not in the Katie's giving illicit financial advice way, but in the what questions

0:42.6

should we be asking ourselves as we prepare for another year?

0:47.4

I am relatively superstitious for someone who lives most of her life inside of a Google

0:53.3

sheet and I actually think that there's quite a bit of power in goal setting and annual

0:58.9

planning because a fresh start January 1st, the metaphor January 1st gives us a really

1:06.6

nice sense of momentum and purpose and I think momentum in particular is a super underrated

1:13.7

tool in goal setting and goal achievement.

1:17.4

This episode was also inspired by a conversation that I had with a family member over Thanksgiving.

1:24.4

This person makes really good money, like multiple six figures, but felt like they were

1:29.6

still somehow living paycheck to paycheck.

1:32.4

They didn't really have a plan in place.

1:34.4

It was more of just that revolving door inside the checking account.

1:38.8

So of course, being me, I immediately unfurled my five manifesto and started regaling this

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