Wednesday Workshops

Wednesday Workshops
Wednesday Workshops

Each week, Penny Forward members meet to learn from and support each other as they become better money managers. These workshops are recorded so members can listen to workshops they missed or refer back to particularly memorable topics.

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.

Please log in to access Zoom or phone details.

Recent Recordings

  • 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…


  • Wednesday Workshop: Defining Measurements To Stay On Track

    This week we continued talking about the SMART framework for defining our financial goals. More specifically, we talked about defining measurements that help you to keep track of how you’re progressing toward your objective. Finally, we talked about how to define milestones that make your progress feel so real that you don’t want to stop…


  • 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…


  • 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…


  • Wednesday Workshop: Why Saying No Can Be A Powerful Tool

    This week we weren’t able to hold a live group chat because Chris Peterson was flying home from presenting at a conference in Las Vegas. Instead, he recorded this brief message from his hotel room about why saying no can be a powerful tool in achieving our success. To enjoy this content, simply sign up…


  • 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…


  • 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…


  • 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,…