Quarterly Planning Your Finances

Episode Summary

In this episode, I dive into the importance of quarterly planning your finances, both business and personal. The significance of understanding your numbers helps you make informed decisions and achieve your financial goals. From calculating profit percentages to projecting future earnings, I provide valuable insights and actionable steps to empower you in managing your finances effectively. Tune in as I share practical tips and encourage you to take control of their financial well-being. 

In this episode I share:

  • The concept of quarterly financial planning for both personal and business finances
  • The value of mapping out 12 weeks to achieve what could be done in 12 months
  • The significance of knowing where money is being spent and how much is coming in
  • The benefits of planning for future business and personal expenses
  • Insight into profit percentage and its significance in financial planning and goal setting

Related Episodes:

The 12 Week Year by Brian Moran


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More About The Debt-Free CEO Podcast

Are you tired of getting yourself further into debt month after month? Does your mindset around money play a factor in your family’s spending? Do you struggle with knowing which debt to pay off first and how to keep yourself from going further into debt? Maybe you’re a freelancer who struggles with how much to pay yourself each month making it difficult to create a working budget.

In this podcast, you will learn ways to manage your finances to set you on the path to debt-free and on to financial freedom. 

I’m Megan Mendez, and I was a tired teacher needing to get out of debt to leave the classroom for good. In 2021, paid off $53,000 worth of debt in 12 months and started my freelancing business shortly after. I’ve been able to successfully pay myself as a  business owner and continue on the path to financial freedom and now I want to help YOU do the same! 

My hope is that this podcast gives you tactical tips to help you improve your finances and set you and your family’s future up for success. I hope you’ll join me as we journey to financial freedom together. 

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