Nov. 29, 2021

#17 Jamie's End of Year Review

#17 Jamie's End of Year Review
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#17 Jamie's End of Year Review

Make sure next year is your most successful year yet with the timeless financial freedom lessons in the Military Money Manual, available now at militarymoneymanual.com/book

The end of the calendar year is an excellent time to review your progress, success, and failures over the past year.

It's also a good time to look forward and set intentions for the new year.

In this episode Jamie and Spencer dissect how Jamie approaches his end of the year review and how he approaches the new year.

We discuss:

  • How to use You Need a Budget (YNAB) to quickly generate end of year reports
  • How to track whether you're on pace to FI or need to step up the savings rate
  • Jamie's biggest spending categories and what he wants to do about it next year
  • Various housekeeping tasks like checking your credit report and setting your contributions to your IRAs and TSP
  • Making sure your spending and savings goals align with your values and priorities

Learn more at militarymoneymanual.com