It's the beginning of the year, which means it's time to reset those financial goals, but we're making it more attainable (and fun!) by breaking it all down into a quarterly game. If you happen to have ADHD like us, your brain will thank us. 🧠

This isn’t your typical budget/save/invest talk. In this episode, we kick off our brand-new quarterly financial planning series (name pending, suggestions welcome) with a SMILE—literally. 😁 

You’ll learn why quarterly planning is a game-changer for your finances, how to use our gamified SMILE Bingo Card to set goals and stay on track, and why budgeting isn’t a boring word—it’s your financial foundation (we're building knowledge and breaking barriers, remember?). 

✨Think of it as creating a Vision Board for your finances. ✨

📈 We’ll also give you a quick market update, including retail sales, earnings season expectations, and the ever-important inflation watch.

By the end of this episode, you’ll have the tools (and the bingo card!) to make real progress on your financial goals. Trust us—future you will thank you for this one.

 Free Download 🔽

🎯 Don’t forget to ⁠download the free SMILE Bingo Card⁠ and tag us (@marketmakeHER on TikTok or @marketmakeHERpodcast on Instagram) with your progress, if you feel inclined to share.

🥐 Make it a group activity with your accountabili-buddies or send to a friend. We'll also be checking back each quarter to see how we're all doing. 

🌞 Let’s SMILE our way to financial success in 2025! We'll be checking in with you in Q2! 🌚

Episodes Mentioned:

⁠🔗 Order of Events⁠

⁠🔗 CD Laddering⁠

⁠🔗 Market Broadening⁠

⁠🔗 Market Capitalization

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✨ Jess Inskip: ⁠TikTok⁠  ⁠Instagram⁠
✨ Jessie DeNuit: ⁠TikTok⁠  ⁠Instagram⁠
 
About Us 🌚🌞   
Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective.
  
Important Disclosures:
Investing involves risk. There is always potential to lose money when investing in securities. Market MakeHer LLC provides educational content and resources for informational purposes only. We are not registered financial advisors & do not provide personalized investment advice. Consult with a licensed financial advisor before making investment decisions.