Episode description

Today we’ll go over five steps on how to reset and achieve your big family money goals for before the year wraps up!

It’s the first full week of September. How are things going of you this year so far?

Looking back at 2023 so far, it’s honestly been a year of ups and downs for us.

Summer break for example had us taking two family trips around North Carolina which we certainly needed. Unfortunately my mom was in the hospital in the first part of July so our focus was on her for a few weeks. Thankfully she’s doing better now.

Honestly, though, I cut back on projects and some work I had planned here on the site and podcast. I also feel a bit weird saying this on the podcast, but yeah, I wasn’t as diligent as I usually am with finances.

Here’s the thing though – for the most part we’re still on track for our goals.

How?

As we have tackled our family and financial goals like saving down debt, saving for emergencies, and investing, we’ve developed habits and a financial system that has made it easier to stay on our goals. Cause I really do believe that there are times you need to give your family attention. If you have your financial system up, you can feel less stressed and better able to handle life’s curveballs.

I’d like to show you some ways you can manage your goals if you ‘re in a similar situation, where your focus hasn’t been on your finance because of family obligations.

The good news? You still have sixteen full weeks before this year is over. There is still plenty of time for you to make progress on your family and financial goals!

If you’re looking to start or revamp your budget so you can reach your family and financial goals faster, check out some of these resources below!

• Best Budget and Money Apps: Empower, Tiller, Mint
• Grab Your Copy of My Book: Jumpstart Your Marriage and Your Money
• Where Can I Find the Money to Build Emergency Savings?
• Send in your family and financial questions here!

If you’d like to chat more your money system, please join us in our private and free Facebook group – Thriving Families. It’s a group Andy, Andrew from Family Money Plan, and myself run as a team.

We’re families looking to support and help one another out.

Hope to see you there!

Support for this podcast comes from Coastal Credit Union! Come check out Coastal today if you’re living in the Raleigh Durham area and looking to bank better.

As a credit union, Coastal serves its members first and foremost including an annual loyalty bonus.

We've been members for years and love their service and competitive rates on checking and savings accounts!

Thank you so much for listening to the podcast! If you enjoyed this episode and found it helpful, here are some ways to support it.

• Spread the word! If you enjoyed this episode and think it can help a buddy get on the path to dumping debt and become financially free, please share.
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• Leave a review. Honest feedback and reviews make a big difference and gets the word out about the podcast. Leave your review on Apple or Stitcher.
• Grab a copy of Jumpstart Your Marriage and Your Money. My book is designed for a busy couple to set up their finances in four weeks. Get tips and tools that have worked for other couples on their journey of building their marriage and wealth together!

Photo Credits: George Milton, Taryn Elliott, and Max Andrey