Money meetings don’t work when they’re reactive, emotional, or inconsistent. In this episode, we walk through the exact framework we use for monthly money meetings at home and in business, from updating your net worth to reviewing spending, planning ahead, and setting one clear financial priority.

We break down how these meetings neutralize the emotion around money, create alignment with your partner or team, and help you make proactive decisions instead of reactive ones. We talk through preparing for big upcoming expenses, handling unexpected income, setting intentional giving goals, and why manually engaging with your numbers matters more than full automation. We also take you inside the rhythm of a monthly P&L meeting and explain how curiosity, budgeting, and clean systems protect profit as you scale.

If you want your money to support both a big business and a big life, this is a rhythm worth committing to.

Resources:

Monarch Money
Join Her Best Life. Where Women Come to Build Big Businesses.

Connect on Instagram:

Seychelle Van Poole: @seychellevp
Sarah Reynolds: @sarahreynoldsoji
Wendy Papasan: @wendypapasan
Kymber Lovett-Menkiti: @kymbermenkiti
Tiffany Fykes: @tiffanyfykes

Produced by NOVA

This podcast is for general informational purposes only. The views, thoughts, and opinions of the guest represent those of the guest and not Keller Williams Realty, LLC and its affiliates, and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.

308. Money Meetings at Work & Home (Part 2): Monthly Meeting Agendas