Money Date: How to do it and why it's important

Dec 5, 2023

Episode 3: Money Date: How to do it and why it's important

With Kendra James Anderson

 

Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience.

In this episode of the Kendra Nicole podcast, Kendra discusses the concept of "money dates" — a dedicated time each week to review finances. She emphasizes the importance of having clarity, confidence, and consistency in managing one's finances. Kendra shares her personal approach to money dates and guides listeners through the process.

Here are some key points talked on the episode:

●      Money Date Origin: Kendra's inspiration from years of practice and a client's inquiry.

●      Trademark Consideration: Humorous contemplation of trademarking "money date."

●      Personal vs. Joint: Emphasis on individual money dating before joint discussions.

●      Consistency is Key: Advocacy for weekly money dates for confidence and routine.

●      Expense Pre-Work: Guidance on listing and categorizing expenses by frequency.

●      Income Pre-Work: Listing income streams.

●      Magic of Money Date: Crucial moment of comparing income to expenses.

●      Goal Review: Encouragement to review and adjust financial goals, celebrating wins.

●      Consistency Matters: Highlighting the importance of routine for successful money dates.

 

 

Learn more about Kendra:
Kendra James-Anderson, founder of The Finance Femme, had a decade of experience working in Corporate America when she recognized a large gap in the financial management industry.

 

She served as a Finance Manager supporting the CFO of a multi-billion dollar company in which she was involved in boardroom meetings several times a week. In these meetings, she saw firsthand how billion dollar companies had highly skilled CFOs assisting their CEOs with everyday decision-making based on facts, data, analysis and experience in business strategy.

 

 

Follow Kendra here:

Email: [e-mail] 
 Youtube: https://www.youtube.com/@thefinancefemme
LinkedIn: https://www.linkedin.com/in/kendranjames/ 

 

The Finance Femme Website

thefinancefemme.com

The Finance Femme Instagram

instagram.com/TheFinanceFemme

Kendra Nicole Website

kendranicole.co

 

Kendra Nicole Instagram

instagram.com/KendraNicole.co

 

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#FinancialClarity

#ConsistentFinances

#MoneyManagement

#FinancialGoals

#BudgetingWisdom

#PersonalFinanceTips

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TAGS:

Money Date Magic

Financial Clarity

Consistent Finances

Money Management

Financial Goals

Budgeting Wisdom

Personal Finance Tips

Wealth Building

Podcast Episode

Kendra Nicole Podcast