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How to Do an End of Year Finance Review & Plan

What you need to do for an end-of-year finance review

Find out how to do an end-of-year finance review and plan on this episode. Then download your FREE Queer Money Kickstarter, a 9-step Guide to Kickstart Your Journey to Financial Independence.

How Capital One can help with your end-of-year finance review

The end of the year is a good time to get introspective. To reflect on how things went in 2023 and make plans for 2024. But many of us resist doing this kind of an end-of-year review for our personal finances. What if we don’t like what we see? Adam Davis, VP of Financial Health and Liquidity at Capital One, contends that you can do an annual look back at your finances—without beating yourself up for what didn’t go well.

On this episode of Queer Money®, Adam returns to explain why it’s beneficial to do an end-of-year personal finance review, identifying patterns in your spending and reframing missteps as opportunities. Adam also challenges us to do an annual look ahead at our finances, discussing how to set money goals for the new year and maintain our enthusiasm past January 17th.

Listen in to understand the benefit of communicating financial goals with your loved ones and learn how Capital One’s tools and resources can help with your end-of-year financial review.

Listen to get insight on how to do an end-of-year finance review

Topics covered on how to do an end-of-year finance review

  • Why it’s beneficial to do an end-of-year personal finance review
  • Adam’s tips for doing a thorough look back at your personal finances
  • Adam’s advice on identifying patterns in your personal finances 
  • Giving yourself grace if you don’t like what you see in your lookback
  • Why we recommend doing an annual look ahead at your finances
  • Adam’s tips for looking ahead and setting financial goals for 2024
  • The benefit of communicating financial goals with friends and family
  • Maintaining your enthusiasm for financial goals past January 17th
  • How Capital One can help with your annual look back or look ahead

 

Connect with Adam Davis

Resources on how to do an end-of-year finance review

Connect with David and John

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We’re David and John Auten-Schneider, the Debt Free Guys (www.debtfreeguys.com), and the Queer Money® podcast hosts. We help queer people (and allies) live fabulously, not fabulously broke, by helping them 1) pay off credit card debt, 2) become part- or full-time entrepreneurs and 3) save and invest for retirement.

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