Welcome back to the Deeper Than Money podcast.

My name is Chloe Lease and this is Finance for the Girls.

You ready?

Let's talk money.

Hey!

Hey!

We go say that money. So three. We go say that money. So and welcome back to the deeper than money podcast. Today we are going to talk about our

2025 financial checklist. So this is going to be my checklist that I

run through at the beginning of the year of things that I want to do right now, or at least set up

right now financially, to be as automated as possible. I enjoy checking into my finances. I enjoy planning out my finances,

my money goals, like all that stuff. Like I like doing that and I kind of do a check in once a month.

But I like to keep things as automated as possible so that for the most part, I'm hitting my goals on autopilot.

That is how I like to operate to do the best that I can to set myself up to where even in a

worst case scenario situation, I'm still hitting my goals.

Like even if something comes up, my goals are still being hit because that is like

the baseline of everything I have set up and then I can kind of flex around that.

This is 15 of the financial things that are on my year check-in.

And again, I have these in a Google appointment on my calendar in the beginning

of January. And it just like pops up and it's like, hey, do all these things. I do a quick

check-in on all of these things. And I just check in on every single one of these things once a year.

Now, some of these things I check in

throughout the year, so, or maybe once a month or whatever, but I always for sure do these things.

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