It’s time to wrap up 2023! You have accomplished so much this year, and keeping that momentum going in 2024 is essential. Use 30 minutes of reflection time to set yourself on a positive trajectory for the New Year.

In today’s episode, I share my favorite exercises to reflect on the previous year and set myself up for success in the future. I also outline the End of Year Checklist I encourage my clients to complete. Now is the time to set yourself up for where you desire to go with your finances in 2024. So take a minute to appreciate all you have accomplished this year and build a plan to crush your next set of money goals!

Stay tuned to hear insights on these key topics during this episode:

[04:30] How are you separating from the 2023 version of yourself

[05:20] Exercise #1: Writing a letter to your future self

[09:27] Exercise #2: What went well in 2023 and what would you do differently?

[11:34] Exercise #3: Completing an end of the year checklist

[17:53] Reflection exercises for business owners

Tune into this episode of Money Files and learn how I use reflection exercises and an end of year checklist to set myself up for success in the New Year. 

Get full show notes and the episode transcript: https://wealthovernow.com/end-of-the-year-financial-checklist/

Links mentioned in this episode…

Set up a call | Financial Coach Washington, DC | Wealth Over Now

Why Reviewing Your Finances During Open Enrollment Season Will Set You Up for Financial Success Next Year - Wealth Over Now

IRA Retirement Contribution Limits