Money Date No. 1

A new subscriber-only feature! Reflect on how you used money this week.

Inspired by a Healthy Rich contributor, one money exercise I encourage in You Don’t Need a Budget is a periodic money date — a little check in with yourself, your partner(s), or your family to process your financial situation and consider any big or small changes you want to make. As an experiment, I’m sharing my money date reflections in this newsletter so you can see how this exercise looks in real life. Subscribers can follow along in a private, paywalled space, and I encourage you to steal my questions and share your own reflections in the comments!

• What’s the most joyful thing you did with money this week?

• Is there anything you did with money this week that you’d like to change or avoid in the future? Why?

• What did you do (financially or otherwise) to support your goals this week?

• Based on your experience this week, are there any changes you want to make to your commitments or goals?

My Money Date for 6/7/24

Photo by Preston Browning on Unsplash

The theme of my work life right now is transition — not unusual as we head into summer but more profound this year than most.