Am I On Track Financially?

As spring arrives, nature shakes off the slumber of winter. And it’s a good time for us to shake off any unproductive habits we may have built up in our stewardship.

Spring is a great time for a deeper dive into our stewardship habits, goals, and progress. Enough time has elapsed since the beginning of the year that we have data to help us understand whether we’re on track with the goals we set for the year. And enough time remains to make any course corrections we might need to make.

This is a time to ask some key questions, like:
• If we put holiday spending on credit cards, have we made the progress that we wanted to in paying that off?
• If we created some saving goals, are we on track to meet those goals? (If we’re not a quarter of the way there, we need to update either our practices or our goals.)

And it’s a great time to review and update our plans:
• If we get a tax refund, what will we do with that?
• If we’ve planned summer vacations, are we on track to have savings to pay for them?

Podcast host James Lenhoff helps us think through these and other key questions as part of a first-quarter review of our stewardship.