Did you enter 2025 with big financial goals, only to find that your momentum faded by the end of Q1? Don’t worry—you're not alone! In today's episode, I’m sharing my Q1 reflections and how you can use this time to reset and reflect on your finances. Whether you're feeling great about your money habits or realizing it's time to adjust your approach, now's the perfect moment to check-in.

I discuss the power of reflection in managing your money and the importance of building a relationship with your finances. I’ll walk you through how seasonal changes can affect your spending and how to avoid falling into the trap of “fake math” when it comes to social spending. I also share practical advice on how to repurpose your budget to match your real-life goals and expenses.

As we approach Q2, I challenge you to assess where your money has been going and make thoughtful adjustments. Your budget is a living document—it’s meant to grow with you and reflect your changing needs. So, take a moment to pause, reflect, and consider where your money is going this year. Let’s make Q2 the season of intentional spending!

Learn how to reflect on your Q1 finances and start planning for Q2…

• [02:54] The importance of reflecting on your Q1 spending & budget

• [06:18] Seasonal spending & fake math

• [08:45] Repurposing money to align with your lifestyle

• [16:27] How to treat you budget like a working document

Tune into this episode of Money Files to learn how to reflect on your Q1 spending and adjust your budget to align with how you want to spend money in Q2.

EXCLUSIVE BONUS CONTENT

Want more Money Files? Check out my private podcast series that covers four types of shame that keep you stuck when it comes to managing your finances. I give you systems to overcome the shame and make your money work for you. Download these exclusive podcast episodes here.

Get full show notes and the episode transcript: 

https://wealthovernow.com/resetting-your-finances-q1-reflections-and-q2-planning/

Links mentioned in this episode…

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

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