Jamie on Purpose

11. My Financial Year-End Review (2020)

Listen Later

There is no time like the end of a year to reflect on how life is going and reorient for the new year and set some goals! In 2020 I am most proud of the work I have done on personal finance, so I want to share a bit about that journey with you to hopefully inspire you to set some goals for the new year (or whenever you’re listening to this!).

In this episode, I share about what I did to set myself up for financial management success, talk about values-based spending, give you a break down of my top 6 spending categories this year, and tell you where to find some coupons!

I reference lots of resources, so here are the promised links:

  • Follow Darcie & Grow Financially Well https://instagram.com/greenbitesproject or https://www.greenbitesproject.com/gfw/
  • YNAB link/coupon (and more!): https://jamieonpurpose.com/coupon
  • More on the 4% Safe Withdrawal Rate: https://www.madfientist.com/safe-withdrawal-rate/
  • Core Values + Blueprint: https://jamieonpurpose.com/3
  • Ellevest Impact Portfolios for Investing: https://www.ellevest.com/impact-investing
  • Genesis Women’s Shelter: https://www.genesisshelter.org/


    • For all the show notes, go to https://jamieonpurpose.com/11 

    ...more
    View all episodesView all episodes
    Download on the App Store
    Jamie on PurposeBy Jamie Hillman
    • 5
    • 5
    • 5
    • 5
    • 5

    5

    5 ratings