Smart Money Moves Before Year-End Part 1 - The Big Picture: Your Year-End Money Checkup
Four questions to get your finances back in shape before 2026 sneaks up.
It’s time for your money’s annual checkup — and no, there’s no waiting room or copay required. In this first episode of our Smart Money Moves Before Year-End series, Shari walks you through a four-part year-end audit to help you see exactly where your money went, what worked, and what needs a little TLC before the clock strikes midnight on December 31st.
You’ll walk away with:
- A clear picture of where your money actually went this year
- One spending category to rein in before January
- A strategy to finish the year saving smarter (not harder)
- A confidence boost that comes from knowing exactly where you stand
Because your future self doesn’t need another “I’ll figure it out in January.” She needs clarity — and that starts today.
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