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18: How to Perform a Helpful Year End Financial Review... in 2020
Have a question you want answered on the podcast? Email Eowyn your Q in text or audio form: [email protected] I can’t wait to hear from you!
This week on the Creatives Do Money Podcast, Episode #18
Welcome to Creatives Do Money! Each week we explore the topics of everyday money management, solo business ownership, and how we are fueling our creative futures. I’m your host, Eowyn Levene, money coach, massage therapist, and watermelon enthusiast. And I’m on a mission to help you build the lasting financial stability that frees you up to do your work without hustling anxiously for the next dollar.
Today we’re getting into how to do a year end review that doesn’t make you hate yourself
Looking for the Year End Business Review Blog Post mentioned in this episode? Look back at your business year and make some smart year end money moves now.
In this episode
Why do a year end financial review? (02:18)
Gain insight to inform planning your next yearGive yourself a lot of grace as you do this, because 2020 has been an awful year for so many reasons.
Set yourself up for review success (05:54)
What do do if you’re feeling resistant to doing a review like this, but know you’ll gain clarity and insight from it?The one thing that almost always helps with resistanceSet the scene right and actually enjoy the process of looking at your finances and reviewing your money yearThe unexpected thing you DON’T need to do before doing a year end finance review
“let this review process be easy. Let it be enjoyable and valuable. And let it show you the areas that you want to make some change or increase what’s already working well.” Eowyn Levene, Creatives Do Money Podcast, Episode 18
On the negative side (10:15)
Look for your three stand out money moments that you wish had gone differently, financial events, money behaviors, financial habits. Ask yourself some smart questions about those three. We look at some examples, and compare the circumstances to the things you could have some control over in the future. Look deeper at the thoughts that stood behind the associated money behaviors
On the positive side (10:15)
Look for your three stand out money moments that you’re proud of and happy about, financial events, money behaviors, financial habits. Ask yourself some smart questions about those three. Look deeper at the thoughts that stood behind the associated positive money behaviors
Also, I’m taking a winter break and will be back with the next full episode on January 15, 2020.
Resources / Links
Want some dedicated help with your financial life and building new money habits? I’m taking new money coaching clients in 2021!
3 Simple Steps to Improve Your Finances When Your Money is a Mess
Connect with me further
View all episodes
By Eowyn Levene
5
1919 ratings
Have a question you want answered on the podcast? Email Eowyn your Q in text or audio form: [email protected] I can’t wait to hear from you!
This week on the Creatives Do Money Podcast, Episode #18
Welcome to Creatives Do Money! Each week we explore the topics of everyday money management, solo business ownership, and how we are fueling our creative futures. I’m your host, Eowyn Levene, money coach, massage therapist, and watermelon enthusiast. And I’m on a mission to help you build the lasting financial stability that frees you up to do your work without hustling anxiously for the next dollar.
Today we’re getting into how to do a year end review that doesn’t make you hate yourself
Looking for the Year End Business Review Blog Post mentioned in this episode? Look back at your business year and make some smart year end money moves now.
In this episode
Why do a year end financial review? (02:18)
Gain insight to inform planning your next yearGive yourself a lot of grace as you do this, because 2020 has been an awful year for so many reasons.
Set yourself up for review success (05:54)
What do do if you’re feeling resistant to doing a review like this, but know you’ll gain clarity and insight from it?The one thing that almost always helps with resistanceSet the scene right and actually enjoy the process of looking at your finances and reviewing your money yearThe unexpected thing you DON’T need to do before doing a year end finance review
“let this review process be easy. Let it be enjoyable and valuable. And let it show you the areas that you want to make some change or increase what’s already working well.” Eowyn Levene, Creatives Do Money Podcast, Episode 18
On the negative side (10:15)
Look for your three stand out money moments that you wish had gone differently, financial events, money behaviors, financial habits. Ask yourself some smart questions about those three. We look at some examples, and compare the circumstances to the things you could have some control over in the future. Look deeper at the thoughts that stood behind the associated money behaviors
On the positive side (10:15)
Look for your three stand out money moments that you’re proud of and happy about, financial events, money behaviors, financial habits. Ask yourself some smart questions about those three. Look deeper at the thoughts that stood behind the associated positive money behaviors
Also, I’m taking a winter break and will be back with the next full episode on January 15, 2020.
Resources / Links
Want some dedicated help with your financial life and building new money habits? I’m taking new money coaching clients in 2021!
3 Simple Steps to Improve Your Finances When Your Money is a Mess
Connect with me further