Are you ready to wrap up the year with intention and step into a more abundant financial reality? In this episode, I’ll walk you through simple, actionable steps to help you feel clear, empowered, and aligned with your money as you prepare for a thriving new year.

In this solo episode of The Plenty Podcast, I’m sharing the five key financial steps I personally use to close out the year with clarity and ease. Together, we’ll explore how to do a financial wrap-up that doesn’t just focus on the numbers but also honors your relationship with money on a deeper level.

I’ll guide you through practical strategies like reviewing your finances, preparing for tax season, making intentional spending decisions, and setting meaningful goals that reflect who you’re becoming. Along the way, I’ll also share insights on how shifting your identity can unlock even greater abundance and alignment.

Let’s make this year-end process a powerful foundation for your thriving future—I can’t wait for you to dive in!

“Ask yourself, who do I need to be in order for this goal to become my reality?” -Kate Northrup

🎤 Let’s Dive into the Good Stuff on Plenty 🎤

(00:00) Introduction to Financial Awareness
(00:42) Year-End Financial Planning
(01:26) Quantitative Financial Wrap Up
(04:28) Qualitative Financial Assessment
(05:06) Tax Planning and CPA Meetings
(07:36) Strategic Spending for Tax Benefits
(15:36) Identity Shifts for Achieving Goals
(16:07) Summary of Year-End Financial Steps
(17:08) Conclusion and Call to Action

As we approach the end of another year, I invite you to embrace a more spacious, abundant way of being. Instead of getting swept up in the seasonal hustle, let’s slow down, savor each moment, and focus on what truly matters.

Imagine setting the stage for a thriving, prosperous 2025 by bringing intention and ease into how you close out this year. By joining the Relaxed Money Wait List, you’ll get a head start on this transformation. While the next live cohort opens in Spring 2025, signing up now unlocks exclusive end-of-year gifts, bonuses, and hand-selected treats just for early members.

This is your opportunity to welcome abundance and peace into your financial life. Join me on this journey toward a more relaxed, prosperous relationship with money. Visit relaxedmoney.com/plenty to add your name to the waitlist and begin experiencing the magic of a relaxed approach to money today.

Related Episode:

The 4 biggest mistakes that I used to make when annual planning (066)