Your birthday comes around every year- and you never forget because it’s something that you look forward to! But we’d argue that there are certain financial tasks that we should also revisit at least once a year, but we’re less than enthusiastic about knocking them out. This neglect is compounded by the fact that our finances have gotten more complicated than ever. You likely have accounts everywhere: you might have multiple 401ks, savings accounts, credit cards- it might feel like there’s too much going on as you juggle more logins than you can keep up with. Now these are tasks that don’t need to become ongoing obligations, but we do think they will help you make your personal finances more manageable. Whether it’s something as straightforward and practical as making some tweaks to your budget or if it’s the beginning of a season of reevaluating your life goals, we have a number of tasks that will allow you to spring clean your finances.

  • So that kids business fair we talked about is actually a nationwide organization, Acton Children’s Business Fair, with a good chance of one being near where you live!
  • Capitalize is the site we discussed where you can easily move an old 401k for free. We also wrote a full Capitalize Review post based on our personal experience!
  • Use to help you figure out a get-outta-debt plan and check out this detailed post about debt snowball vs debt avalanche methods, including differences and examples.
  • We talked about responsible credit card usage which is what we recommend- also, see what credit cards we use to maximize those benefits!
  • Here’s that card game I had mentioned that’s a ton of fun, Mille Bornes… though I’m not totally sure what made me think of the Saison Dupont!
  • Credit Card Tool – Looking for the right credit card for you? Then check out our new credit card tool that’ll help you to easily filter through all the cards based on your preferred airline, whether or not they have an annual fee, or simply by the cash back offer! Just toggle the sliders and you’ll know which card to consider.

During this episode we enjoyed a classic: Saison Dupont by Brasserie Dupont! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

Best friends out!

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