Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen Xers

Ep 81 Why A Money Routine Leads to Budgeting Success


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In this episode, the host explores the secret to budgeting success—a consistent money routine. Listeners struggling to make their budgets work will discover how a structured approach to money management can transform their finances.  

A money routine is about more than just paying bills; it’s a weekly commitment to actively manage your finances.

Listen to this episode to learn practical tips for personalizing these routines, making them enjoyable, and ensuring they align with financial goals. 


02:08 The Importance of a Money Routine

04:01 Steps to Create a Money Routine

05:24 Real-Life Client Example

08:16 Create Check-In Times

08:33 Stay on Top of Spending

10:08 Make It Fun and Comfortable

11:03 Build a Money Routine

11:34 Commit to Your Financial Goals

Your Next Steps to Make Retirement Possible:

Grab Your Free Retirement Planning Guide

Kickstart your journey with the 5 Must-Do Money Moves for Retirement. elevatefinances.us/mustdo

Need a Personal Retirement Plan?

Book your Retirement Roadmap Session — a 1:1 deep dive to get you on track. elevatefinances.us/roadmap

Explore More Resources

Visit the website and discover how to make retirement possible. elevatefinances.us



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Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

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