Smart Money Moves Before Year-End Part 1 - The Big Picture: Your Year-End Money Checkup

Everyone's Talkin' Money

Shari Rash

Self-improvement, Business, Health & Fitness, Mental Health, Education

4.2 • 648 Ratings

🗓️ 4 November 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

It’s time for your money’s annual checkup — and no, there’s no waiting room or copay required. In this first episode of our Smart Money Moves Before Year-End series, Shari walks you through a four-part year-end audit to help you see exactly where your money went, what worked, and what needs a little TLC before the clock strikes midnight on December 31st. You’ll walk away with: A clear picture of where your money actually went this year One spending category to rein in before January A strategy to finish the year saving smarter (not harder) A confidence boost that comes from knowing exactly where you stand Because your future self doesn’t need another “I’ll figure it out in January.” She needs clarity — and that starts today. Talkin’ Points → where your money gets smarter. Real talk, practical tips, zero guilt straight to your inbox. Sign up here. Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Hey Sainsbury's. Off to my neighbour's Christmas do later. Got any gift ideas? How about our Taste the Difference Chocolate Chip Short Bread Tid? Deliciously Moorish or Butter Biscuits in a boogie box? Or give them a treat for the eyes and the taste buds with our indulgent taste the difference cherry and amaretto Panatoni. What do you think? I think I'd rather keep them for myself. Looking for a tasty, festive
0:21.9	gift. Ask Sainsbury's. Sainsbury's good food for all of us. Subject to availability, available
0:28.1	in selected supermarkets and online. Be honest. When's the last time you looked at your money
0:34.0	without immediately wanting to take a nap? The truth is, your finances have been
0:39.6	quietly living their best life all year long. And it's time to find out if they've been working for you
0:46.0	or just freeloading. You're listening to everyone's talking money, the show that's all about making life richer,
1:06.8	from your bank account to your mindset and everything in between.
1:10.5	Whether you're here to crush debt,
1:12.9	grow wealth, or finally feel in control of your cash, you are in the right place. Let's dive in
1:19.1	and get you living life on your terms. You are one conversation closer to financial freedom.
1:25.2	I know, I know. It's November. You're already thinking about holiday
1:29.4	shopping lists, family dinners, and whether you can realistically pull off hosting Thanksgiving
1:34.9	without a minor breakdown. The last thing you want to think about is opening up your bank
1:40.0	statements and doing math. But here's what I want you to consider. The decisions you make in the next
1:45.4	six to eight weeks could literally save you thousands of dollars next year. Not someday, not
1:51.6	eventually next year. Welcome to Smart Money Moves Before Year End, Episode 1. This series is designed to help
2:00.3	you finish this year strong and walk into
2:03.1	2026 with actual confidence about your finances. I'm your host, Shari Rash, and over the next
2:10.5	few episodes, we're going to cover everything from tax strategies to retirement account tweaks
2:16.4	to the subscriptions that are quietly draining
2:19.2	your soul and your wallet. Today, we're starting with the foundation, your year-end financial
2:25.8	checkup. Think of this as your money's report card. And yes, you can still bring up your grade
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Shari Rash, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Shari Rash and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.