14 | A Quarterly Number Review For Your Personal Finances

Your spending changes with the seasons, so your spending plan should too. That’s why I do a quarterly money review: to evaluate my spending, celebrate my results, adjust my money goals, and create a new spending plan that accurately reflects my current wants and needs. In this episode, I’m sharing my process for doing your own quarterly number review. I’m sharing how you can adjust your spending plan in real time to better reflect your current needs and goals. Plus, I’m explaining why it’s so important to think about upcoming expenses when creating your spending plan and savings goals. In this episode, you’ll learn... Why your budget should be a fluid document, not a static set of rules [2:05] Why you should do an in-depth review of your personal finances every quarter [4:20] How to do my quarterly number review [5:04] How to align your spending plan with your values and goals [6:36] How to celebrate your tangible and intangible results along the way [7:36] How to refresh and evaluate your goals moving forward [9:05] How to adjust your spending plan based on what’s happening in your life [12:20] How to use a “roleplay budget” to account for upcoming life changes [15:01] How to adjust your spending plan every quarter [17:47] How to customize your quarterly number review to fit your needs [20:24] Tune in to this episode to learn how to do your own quarterly number review and get even closer to your money goals. Get full show notes and the episode transcript: https://wealthovernow.com/a-quarterly-number-review-for-your-personal-finances Be sure to sign up for my masterclass, How to Budget Without Restriction, on March 31 at 12pm EST: https://wealthovernow.com/masterclass Links mentioned in this episode… Listen to Episode 13 with Kim Tran all about salary negotiation