026. Where Did My Money Go? Review Amber’s 2023 Spending & Get Set for a Profitable 2024
Old Money19 Dec 2023

026. Where Did My Money Go? Review Amber’s 2023 Spending & Get Set for a Profitable 2024

If you reached the end of the year saying "Where did my money go," it's time to whip your financial life into shape to start the new year on the right foot. With six steps to scrub your money slate clean to start fresh in 2024, this wealth management masterclass is all about being intentional with your budget and increasing your net worth for the most profitable year yet.

As a bonus, get an example script on negotiating with your bank and hear an inspiring transformation story about an Old Money listener who completely changed their mindset on debt.

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In today's episode, we cover the following:

  • Amber's philosophy on December and the end of the year (1:01)
  • Six high-level steps to review your finances over the year (2:40)
  • Step #1: This year's spending in review: a peek inside Amber's money-tracking spreadsheet (7:18)
  • Step #2: Paying off your debt: how to organize it, plus a success story (28:00)
  • Step #3: Planning for 2024 (33:51)
  • Step #4: Negotiation, plus scripts (35:29)
  • Step #5: New opportunities to create more revenue (39:40)
  • Step #6: Reassess your automations (43:36)
  • Stock tip: take your PTO in December (45:40)

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RESOURCES


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Today's episode is brought to you by Emily Stead of ByMethod Financial Collective—get on the road to wealth with strategy and expertise. Schedule your consultation today (and don't forget to mention you found her through this podcast!).

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Connect with the Old Money Podcast:

Web: OldMoneyPodcast.com

Email: OldMoneyPodcast@gmail.com

Instagram: @OldMoneyPodcast

TikTok: @OldMoneyPodcast

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Copyright (c) Old Money 2023.

The content presented in this podcast is intended to entertain, educate, inspire and support listeners in their personal and professional development and does not constitute business, financial, or legal advice. Please note that this episode may contain paid endorsements and advertisements for products and services for which individuals on the show may have a direct or indirect financial interest in products or services related to the episode.

Produced by AFMEDIA, a division of AFMKTG

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