• How financial check-ins can help you crush your money goals

  • Jul 24 2024
  • Length: 35 mins
  • Podcast

How financial check-ins can help you crush your money goals

  • Summary

  • While consulting with a financial advisor can help you manage your money, a financial check-in is something you can do all on your own. In this episode of Money and Mindset With Bright and Brian, our hosts will show you how. Tune in to learn:

    • The five items that should be on your financial checklist

    • How to calculate one number that can help you measure your financial progress

    • Why reviewing your finances can help you build self-efficacy—and why that’s even better than self-esteem

    If you’re feeling inspired to kick off your own check-in, this companion article has more on how financial check-ins can help you crush your money goals . You can also use our retirement savings calculator and savings goal calculator to help plan your financial future. And be sure to check out these past episodes of the podcast for more insights and tips on pursuing your goals:

    • The science behind goals, grit, and creating your best life

    • How grit can help you achieve your goals

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