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Improve Your Finances with a Personal Money Day Checklist

Money Girl explains how to use a Personal Money Day checklist to save--and even make--more money.

By
Laura Adams, MBA,
July 22, 2014
Episode #363

Page 1 of 3

Financial Checklist for Your Personal Money Day

If you're like most people, there are financial tasks on your "to do" list that keep rolling over from month to month. Instead of procrastinating, it's time to take control of your finances!

In this episode, you'll learn how to use a Personal Money Day checklist to knock out 6 critical financial tasks.

When you focus your time and attention on these tasks (sooner, rather than later), you'll make and save more money. Plus, having a brighter financial future will make you feel more secure and confident.

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What Is a Personal Money Day?

Many of us have reasons (ahem, excuses) for why we haven't completed financial tasks like switching to a better bank, starting an IRA, or shopping for less expensive insurance. Work and family responsibilities can get in the way of upgrading our financial lives, even when we have the best intentions.

The smartest solution I know to quickly improving your personal finances is called a Personal Money Day. It's a full day that you block out to focus exclusively on your money. You commit to working on nothing but your personal finances--and I mean, nothing!

Your Personal Money Day could be on a weekend, or on a day that you don't normally work--or you might take a paid or unpaid vacation day off from work to focus on this. Choosing a weekday is the best option, because businesses and financial institutions that you may need to contact will be open. 

I know taking time off and not doing something you really enjoy is a sacrifice. But consider this: if you don't do something different for your finances, you won't get different financial results, right?

I can promise that completing a simple checklist will repay you many times over! Then you can use that money to go on a real vacation, or even retire from work altogether, ahead of schedule.

Prepping for Your Personal Money Day

Before your Personal Money Day, take some time to get prepared: Clear your schedule. Gather any documents or information you might need. Have a discussion with other stakeholders, like your spouse or partner, who might want to participate or help you avoid unnecessary distractions. 

Don't let anything prevent you from making real progress as you work through the following checklist tasks:

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