Navigating Holiday Finances and Tax Management

In this episode, I introduce you to Carrie T. who is married with two children. She has a daughter away at college and her son is still at home. Carrie travels a lot to see her daughter compete and listens to the podcast during those long drives. Carrie actually found the podcast many years ago when she was looking for organization podcasts. She loved the advice that “Your brain is working while you are listening and the solution will come to you.” She valued other organizational programs, but gravitated towards Organize 365® because of The Paper Solution®. 

Carrie started with a DIY Sunday Basket®. It was fine, but she couldn’t find the right colored folders so she had to create labels in the color instead. She realized she was doing a lot of work for something that she could just purchase. She asked for the official Sunday Basket® one year for Christmas and dove into setting it up on Christmas day. She valued that everything was in one place. She wasn’t looking for papers. She could almost always find whatever she was looking for in her Sunday Basket®. She admitted she may have over slash pocketed, but she’s definitely got the hang of it now. She’s looking forward to the tax write off of getting a Friday Workbox® next.

Another reason Carrie asked for the official Sunday Basket® was for the community that she desired. She loves attending the Sunday Basket® Club. She likes to attend live, but also uses the replay to pause the recording and finish each task in her time. Then she hits play and continues on. We talked a little bit about how each week you go through all of the rainbow slash pockets, but the 2.0 slash pockets don’t need weekly attention. We agreed on average it takes about 90 minutes to process each Sunday. And I know about every 4-6 weeks I thoroughly go through my Sunday Basket® and that can take me about 3 hours. She also values the division of workboxes in quarter 4 for the holidays, the next year, and taxes. It’s like 3 external brains for the different hats you wear as a household manager. 

Carrie wishes she’d just gotten the official Sunday Basket® sooner. She has so much more peace of mind now because she knows “It’s in the Sunday Basket®.” With her extra pockets of time and her children getting older, she’s playing with the idea of getting her pilots license. She wants to be able to fly to see her children and attend their sporting events. 

Carrie’s advice is, “Keep listening, and if you feel like the Sunday Basket® is the right thing to do, just do it! Do it now.” 

EPISODE RESOURCES:

• The Sunday Basket®

• The Paper Solution®

• Sign Up for the Organize 365® Newsletter 

On the Wednesday podcast, I get to talk with members of the Organize 365­® community as they share the challenges, progress, missteps and triumphs along their organizing journey. I am grateful that you are reaching out to share with me and with this community. You can see and hear transformation in action. If you are ready to share your story with us, please apply at https://organize365.com/wednesday.

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