Set Your 2024 Financial & Life Goals with Me

The Money with Katie Show

Money with Katie

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

4.8 • 1.3K Ratings

🗓️ 22 November 2023

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

I'm not superstitious, but I am a little stitious—thanks to the goal-setting exercises we're doing in today's episode. I started doing this process in 2021, and so many of my past, hyper-specific visions have come freakishly true that it’s now a borderline sacred process to me. We’ll start with the big picture “alignment” questions, and then shift into the annual quantitative assessment I do for our financial picture. If you've been feeling stuck or cloudy in your life, this process might provide the clarity and direction you’ve been looking for. Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/set-financial-life-goals-for-next-year. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Happy Wealth Planner Launch Week here at Money with Katie, Rich People.
0:12.4	I guess I should also say Happy Thanksgiving too.
0:15.2	But you know what, the Wealth Planner Launch is always the most exciting part of my Thanksgiving
0:19.0	every year.
0:20.0	So, I'm your host, Katie Aditasant, as always, and I'm actually so excited to be sitting
0:24.7	down for this episode with you because it seems like the perfect time to align our financial
0:31.2	and life goals together for 2024.
0:40.0	This is the time when I personally most enjoy reflecting and setting intentions for the
0:44.9	upcoming year.
0:46.3	I think it's because the energy of gratitude and kind of taking a step back, going into what
0:52.3	can sometimes be a busy holiday season just feels like really fertile ground for positive
0:56.9	change.
0:58.2	And bonus, it means that by the time January 1st rolls around, you'll have about a month
1:03.8	of, quote unquote, practice time under your belt.
1:06.6	So you're not waking up from the eggnog haze right before new years to be like, oh gosh,
1:13.1	I have like days to get it together before 2024.
1:16.6	So as I mentioned, the fifth iteration of our flagship product, the Money with Katie
1:21.4	2024 Wealth Planner launches this Black Friday, and during launch weekend, everyone
1:28.4	who purchases the planner will also get my free annual review template.
1:34.0	So this is new this year.
1:35.4	This is the 27 page slide deck that guides you through the same process.
1:41.0	My husband and I use this time of year to examine our spending, our investing, and
	...

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