Motley Fool Money The 2026 Financial Planning Challenge
9 snips
Jan 3, 2026 
Join Certified Financial Planner Amanda Kish as she shares her expertise on financial planning. She discusses setting up a regular money check-in to create accountability while recommending tools for tracking spending. Amanda emphasizes the importance of completing a full financial inventory and calculating personal net worth to understand your financial health. Finally, she introduces the idea of a concise financial baseline summary for measuring progress and invites listeners to share their own financial tips.
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Put A Money Hour On Your Calendar
- Schedule a recurring money-check appointment and treat it like any other important commitment.
- Consistency makes financial tasks habitual and prevents indefinite procrastination.
Use A Money Buddy For Accountability
- Robert moved his money hour as family life changed, shifting from Sunday evenings to mornings or Fridays.
- Emily Pote pairs with a friend for a recurring "financial fun night" as external accountability.
Build A Complete Financial Inventory
- Create a full inventory of income, accounts, debts, and major assets using year-end statements.
- This inventory becomes the foundation for retirement, estate, and insurance planning.