The Money Date

When I first started learning how to budget, I used to sit down on my couch, make a plan, and walk away feeling confident and accomplished. Until... nothing changed.

Three months later I'd be in the same position, feeling defeated and stressed over money.

Even though I'd made a plan that felt good at the time, I wasn't checking in with it regularly. I knew what I was supposed to be doing and spending, but I had no way of knowing whether I was actually doing it.

That's why I started having money dates.

Simply put, money dates are a time for you to check in with your finances, compare your planned spending with your actual spending, make sure you're on track with your goals, and adjust where needed.

In this episode, we'll talk about:

• How often to schedule your money dates
• The 5 steps to having a successful money date
• The 6 less-frequent (but equally important) items to add to your money date checklist

Resources mentioned:

• Undebt.it (free, affiliate link)
• Define Your Wealth Workbook (free)
• Save $10K Course