383 MG How to Do an Annual Finance Review
Money Girl
Macmillan Holdings, LLC
4.6 • 1.8K Ratings
🗓️ 24 December 2014
⏱️ 12 minutes
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Transcript
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| 0:00.0 | Hi friends I'm Laura Adams and you're listening to the Money Girl |
| 0:08.3 | Podcast. I really appreciate you downloading the show and want to welcome all new podcast subscribers. |
| 0:15.0 | In today's episode we're going to talk about something really important and |
| 0:19.0 | that's doing an annual personal finance review. |
| 0:22.0 | I'll kick off my own review by sharing some |
| 0:24.5 | important money lessons that I learned in 2014. Plus give you some great book |
| 0:30.0 | recommendations to dive deeper into each topic. |
| 0:34.0 | For me and most people I know, every year seems to fly by. |
| 0:38.0 | It seems like I say, |
| 0:40.0 | I can't believe it's December 1st already, |
| 0:42.0 | faster and faster every time. |
| 0:45.3 | That's why it's so important to hit the pause button on our hectic lives and reflect. |
| 0:50.1 | If we want to improve in areas like finances, health or productivity, it's critical to evaluate |
| 0:56.1 | what went right and wrong in the previous year and to make adjustments going forward. To read the transcript for this show and get links to all the |
| 1:05.8 | resources that I'm going to mention, be sure to visit the moneygirl page at quick and |
| 1:09.8 | dirty tips.com. This is episode number 383 called Annual Review, Personal Finance Lessons Money Girl |
| 1:18.0 | learned in 2014. |
| 1:21.1 | If you don't give yourself an annual personal finance review, no one else will. |
| 1:30.0 | Neglecting to take stock of your performance could result in years or even decades that blend together with no significant progress toward reaching your goals. |
| 1:40.0 | That sounds terrible, right? So it's good to step back and examine your failures and frustrations. |
| 1:48.0 | I really enjoy the review process because you can't change what you don't discuss or measure. |
| 1:55.0 | So here are five lessons I learned in 2014 that will help me set goals and decide how to work better next year. |
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