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The Break · Thursday · 12 min

Why Summer is the Perfect Season to Fix Your Finances

For the girlies looking to get their finances sorted this summer... I have something very special for you! This summer I'm helping you clear debts, stack your savings and start making real money, if you want in, join my virtual Wealthy Weekend Retreat. It's a 48 hour money reset designed to help you go from stressed to sorted with your money. (The first 100 women get an early bird discount, so hurry!) Sign up now! https://reset.thebreakresources.com/ 5 ways to use summer to get ahead with your money, so by winter you're feeling sorted while everyone else is panicking. Summer is genuinely the best season to fix your finances, and here's why. Every year I watch people scramble in November and December trying to get their balance in order. I don't want that to be you. In the summer months you're in a lighter, freer headspace, which makes it the perfect time to catch up on the financial admin you've been avoiding all year. I'm sharing the 5 money moves I'd make right now, including how to work out your December number and why your pension might be the most neglected part of your wealth.What you'll learn in this video: 1. How to revisit your New Year goals and recalibrate if you're behind 2. What your "December number" is and how to work it out 3. How to break Christmas costs into manageable weekly amounts 4. Why you should create your winter wish list before the sales start 5. The 10 minute pension check that could be worth £100,000s by retirement 6. Which three things to check when you log into your pension portal 7. Why the default pension fund might be wrong for you in your 20s and 30s 8. How the people around you quietly shape your spending Timestamps: 01:37 – Get on top of your admin 03:08 – Set your December financial target 04:43 – Revisit your original yearly goals 05:09 – Reflect / Brainstorm 06:19 – What is in the market? 06:43 – How I lost out on so much money in the past 08:19 – You are the people you surround yourself with 09:31 – Create a winter wishlist 10:06 – One man’s trash is another man’s treasure THE BREAK NEWSLETTER: Weekly strategies and tips to help you save, invest and enjoy your money: https://www.thebreakresources.com/ Get My Personal Budgeter here: https://www.thebreakresources.com/resources/p/the-budget-planner Follow the Break Social on Instagram for updates: https://www.instagram.com/thebreaksocial/ For Business and Sponsorship Opportunities: speaktothebreak@gmail.com #moneylessons #personalfinance #financialadvice #moneyinyour20s #buildingwealth #womenandmoney #investing #careeradvice #networking #financialfreedom #moneytips #thebreak Learn more about your ad choices. Visit podcastchoices.com/adchoices

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For the girlies looking to get their finances sorted this summer... I have something very special for you! This summer I'm helping you clear debts, stack your savings and start making real money, if you want in, join my virtual Wealthy Weekend Retreat. It's a 48 hour money reset designed to help you go from stressed to sorted with your money. (The first 100 women get an early bird discount, so hurry!) Sign up now! https://reset.thebreakresources.com/ 5 ways to use summer to get ahead with your money, so by winter you're feeling sorted while everyone else is panicking.

Summer is genuinely the best season to fix your finances, and here's why. Every year I watch people scramble in November and December trying to get their balance in order. I don't want that to be you. In the summer months you're in a lighter, freer headspace, which makes it the perfect time to catch up on the financial admin you've been avoiding all year.

I'm sharing the 5 money moves I'd make right now, including how to work out your December number and why your pension might be the most neglected part of your wealth.What you'll learn in this video:

1. How to revisit your New Year goals and recalibrate if you're behind

2. What your "December number" is and how to work it out

3. How to break Christmas costs into manageable weekly amounts

4. Why you should create your winter wish list before the sales start

5. The 10 minute pension check that could be worth £100,000s by retirement

6. Which three things to check when you log into your pension portal

7. Why the default pension fund might be wrong for you in your 20s and 30s

8. How the people around you quietly shape your spending Timestamps: 01:37 – Get on top of your admin 03:08 – Set your December financial target 04:43 – Revisit your original yearly goals 05:09 – Reflect / Brainstorm 06:19 – What is in the market? 06:43 – How I lost out on so much money in the past 08:19 – You are the people you surround yourself with 09:31 – Create a winter wishlist 10:06 – One man’s trash is another man’s treasure THE BREAK NEWSLETTER: Weekly strategies and tips to help you save, invest and enjoy your money: https://www.thebreakresources.com/ Get My Personal Budgeter here: https://www.thebreakresources.com/resources/p/the-budget-planner Follow the Break Social on Instagram for updates: https://www.instagram.com/thebreaksocial/ For Business and Sponsorship Opportunities: speaktothebreak@gmail.com #moneylessons #personalfinance #financialadvice #moneyinyour20s #buildingwealth #womenandmoney #investing #careeradvice #networking #financialfreedom #moneytips #thebreak

Learn more about your ad choices. Visit podcastchoices.com/adchoices

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