Do you have a financial self-care routine?
Life Kit
NPR
4.5 • 4.9K Ratings
🗓️ 23 April 2026
⏱️ 16 minutes
🧾️ Download transcript
Summary
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Transcript
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| 0:00.0 | You're listening to Life Kit from NPR. |
| 0:05.8 | Hey everybody, it's Mariel. |
| 0:08.5 | There are these things that you're supposed to do every day, week, month, and year to stay healthy. |
| 0:14.9 | Like brush your teeth, twice a day, floss once a day, shower every so often. |
| 0:20.7 | Go to the doctor, get that colonoscopy, move your body at least 150 minutes per week. |
| 0:26.2 | I know. It's a lot, and we're not doing all of these things consistently. |
| 0:30.2 | Give yourself a break. Do your best. |
| 0:32.3 | The reason I bring this up is that there's a version of this for your financial health. |
| 0:36.7 | When it comes to money, |
| 0:37.8 | there are certain things you should do to take care of yourself, and they have a cadence, |
| 0:41.9 | daily, weekly, monthly, and yearly. You could almost plot them out on a calendar. |
| 0:47.2 | On this episode of Life Kit, we're going to walk through that calendar with you. We'll talk about |
| 0:51.1 | the super practical stuff. You know, here's when to check on your tax withholdings and your investment accounts, but we'll also go beyond the number crunching. |
| 0:58.8 | Because something I always tell people is the overwhelmed, overstimulated, exhausted brain |
| 1:03.6 | cannot engage in financial planning. That's coming up after the break. |
| 1:17.3 | Okay, we're going to start with an exercise. It comes from Brent Weiss, |
| 1:22.6 | who co-founded a financial advice company called Fassett and has a whole bunch of letters after his name. Right. A little bit of the alphabet soup. So CFP is certified financial planner. CHFC is charted financial consultant and CLC is actually certified life coach. |
| 1:35.7 | He tells his clients to pick a time horizon, say three years, five years, or ten years from now, and then ask themselves. |
| 1:43.9 | What has to happen for you to look back and say that I was a wildly successful period |
| 1:49.0 | of my life? And I go, but here's a trick. You can't mention money. |
| 1:52.4 | Because money really is a means to an end. That end might be security and safety, pleasure, |
| 1:58.6 | freedom. It might be a move to another country or the chance to start a |
... |
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