Episode #63 07/18/2024 How and Why You Might Want to do a Family Fiscal Year-End💲and Chatting About Preparing Our Kiddos For the New School Year 📓

Harness the Power of Planning

Every July, Alegre enters numbers into a spreadsheet that she's been keeping for over 20 years. She calls it her Family Fiscal Year-End. It's how she tracks the "big picture" financial numbers that affect her family. It lets them know how they are doing on saving for retirement and paying off debt. 💲

It's also taught her how to have a long-term vision for her finances because it can be difficult to see the upward trajectory on a daily basis, but over the years, the ups and downs have a way of smoothing out into a consistent, upward trajectory that's exciting. 📈

We also talk about the run-up to the new school year which is about a month away, and how we are helping our kiddos prepare. 📓

Resources mentioned in this podcast:

• ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign-up for our mailing list and get our fiscal year-end template https://www.subscribepage.com/fiscal-year-end

(This is the audio only portion of our weekly Thursday 9:30am PT/ 12:30pm ET weekly live stream. Subscribe to our Google calendar for reminders ⁠⁠⁠⁠⁠⁠⁠⁠tinyURL.com/BYWDcalendar⁠⁠⁠⁠⁠⁠⁠⁠)

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