How to Perform a Helpful Year End Financial Review… in 2020

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Creatives Do Money
How to Perform a Helpful Year End Financial Review... in 2020
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Have a question you want answered on the podcast? Email Eowyn your Q in text or audio form: hello@plumtreemoney.com I can’t wait to hear from you!

This week on the Creatives Do Money Podcast, Episode #18


Welcome to Creatives Do Money!  Each week we explore the topics of everyday money management, solo business ownership, and how we are fueling our creative futures.  I’m your host, Eowyn Levene, money coach, massage therapist, and watermelon enthusiast.  And I’m on a mission to help you build the lasting financial stability that frees you up to do your work without hustling anxiously for the next dollar.  

Today we’re getting into how to do a year end review that doesn’t make you hate yourself


Looking for the Year End Business Review Blog Post mentioned in this episode? Look back at your business year and make some smart year end money moves now.

In this episode

Why do a year end financial review? (02:18)

  • Gain insight to inform planning your next year
  • Give yourself a lot of grace as you do this, because 2020 has been an awful year for so many reasons.

Set yourself up for review success (05:54)

  • What do do if you’re feeling resistant to doing a review like this, but know you’ll gain clarity and insight from it?
  • The one thing that almost always helps with resistance
  • Set the scene right and actually enjoy the process of looking at your finances and reviewing your money year
  • The unexpected thing you DON’T need to do before doing a year end finance review

“let this review process be easy. Let it be enjoyable and valuable. And let it show you the areas that you want to make some change or increase what’s already working well.”

Eowyn Levene, Creatives Do Money Podcast, Episode 18

On the negative side (10:15)

  • Look for your three stand out money moments that you wish had gone differently, financial events, money behaviors, financial habits
  • Ask yourself some smart questions about those three
  • We look at some examples, and compare the circumstances to the things you could have some control over in the future
  • Look deeper at the thoughts that stood behind the associated money behaviors

On the positive side (10:15)

  • Look for your three stand out money moments that you’re proud of and happy about, financial events, money behaviors, financial habits
  • Ask yourself some smart questions about those three
  • Look deeper at the thoughts that stood behind the associated positive money behaviors

Also, I’m taking a winter break and will be back with the next full episode on January 15, 2020.

Resources / Links

Connect with me further

Instagram @plumtreemoney
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Thank you for listening to this episode of Creatives Do Money Podcast. If you enjoyed this episode or know someone working to get better with money on a creative’s variable income, please share, subscribe and review on Apple Podcasts or Google Play Music so more folks can find the show and enjoy it too.

Creatives Do Money Together 

Money work can be hard, and we’re in it for the long haul! Join us in the Plum Tree Community for companionship, accountability, and education around personal finance as a self-employed creative.  

Theme Music and Podcast Production

Michael Atkinson:  www.michael-p-atkinson.com


Disclaimer

On the Creatives Do Money podcast, we talk a lot about money, but I am not a financial advisor or expert, and am not offering financial advice.  I share from my own personal experience, and that of my clients and community.  All content shared on this podcast is provided for entertainment, education, and information purposes only, and the podcast is intended as a self-help tool.  

For my full disclaimer covering all content on this website, and the podcast, please read here.  

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