Money Date No. 4: Shuttering a brick-and-mortar business

Celebrating an unorthodox decision and preparing for the next phase

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 adding my money date reflections to this newsletter so you can see how this exercise looks in real life. Subscribers can follow along in a private space after the paywall, and I encourage you to steal my questions to guide your own reflections!

• 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 7/19/24

We shuttered our brick-and-mortar business last week. This is not bad news; we’re celebrating. But it’s big, and it means a wild shift in our relationship to work and money right now. I’ve got lots to share about the experience that’ll come in future posts, but while it’s raw, I’ll share some of the financial reflections today.

Photo by Kaffeebart on Unsplash