Up Next
Date/time
- 1/8/2025
- 7:30 PM ET
- 6:30 PM CT
- 5:30 PM MT
- 4:30 PM PT
New Year, New Budget: Setting Financial Goals for 2025
Start your financial year off on the right foot with a practical workshop designed to help you set meaningful goals and create a budget that works for you. This session will guide you through the process of identifying short- and long-term financial priorities, breaking them down into achievable steps, and using tools like YNAB, spreadsheets, or accessible budgeting apps to stay on track. Whether you’re looking to save more, pay off debt, or simply get a better handle on your finances, this workshop will give you the confidence and tools you need to succeed in 2025.
How to Access
Please upgrade to a monthly or yearly membership to access Zoom or phone details.
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Related Links
Recent Recordings
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Wednesday Workshop: Achieving Our Goals
This was the third call focusing on the SMART (specific, measurable, actionable, realistic, time-driven) framework for defining and achieving our financial goals. This we focused on actions we can take to get started, keep going, and cross the finish line to achieve our goals. Next week we’ll be discussing why we believe our goals are…
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Wednesday Workshop: Wrestling With What-Ifs
This week we followed up on some concerns brought up on last week’s call about wrestling with “what-ifs” and introduced the “SMART” framework for defining goals. Each member defined a goal and we spent a short time finding a way to make it more specific. Next week we’ll be talking about how to define measurements…
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Wednesday Workshop: Turning What-Ifs Into An Action Plan
This week we talked about wrestling with “what-ifs”. When ever we encounter something new, our brains are wired to think about what could go wrong. This is a healthy instinct when we use it productively, but it can often hold us back by making us unreasonably afraid to make a change. We talked about some…
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Wednesday Workshop: Changing Banks
On this week’s members only group chat, we talked about why changing banks might help you to control your finances. We also talked about how many banks are eliminating nonsufficient funds fees, and how the Consumer Financial Protection Bureau is looking out for us by investigating whether nonsufficient funds fees are illegal. We closed with…
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Wednesday Workshop: Why Invest?
In this members-only group chat, we followed up on some questions from last week’s chat, discussed why we invest and how it helps us grow wealth, and introduced new members. To enjoy this content, simply sign up for a Penny Forward membership. If you’re already a member, just log in using the form below. We’re…
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Introducing Penny Forward’s Wednesday Workshop
In our first members-only group chat, we established some ground rules, introduced new members, and discussed what we hope to get out of Penny Forward membership. This recording is unedited, so you’ll need to skip through some silence at the beginning of the recording. We will correct this in future recordings. To enjoy this content,…