In this episode, I’m taking last week’s midyear reset one step further, straight into the part of the plan we all quietly skip: the money conversation underneath it. We’re heading into the most expensive stretch of the entire year, back to school, Thanksgiving, and a full holiday season, all landing right on top of the goals we just mapped out.
Dr. Brad Klontz’s research on money scripts explains why looking at your own numbers can feel like trespassing, and I’m pulling back the curtain on my years as a banking executive to show you how a simple budget-versus-actual review, the same one that runs every functioning company, can run your own money too.
Key Takeaways:
✨ How to pull your own actuals without judgment, and why the twenty minutes of looking matters more than any spreadsheet
✨ How to name your money script, where it likely came from, and whether it’s still running your decisions without your permission
✨ How to build a simple five month cash forecast and automate one piece of it, so the system carries the weight instead of your willpower.
✨ Rewrite. Reclaim. Reinvent. ✨
Because being scared of your own money was never the plan. It was just the habit nobody taught you how to break.
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