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Review Last Year: New Year, New Money You Challenge #3
Updated: January 14, 2021

Congratulations! You are remarkable! Not everyone makes it to Challenge #3: Review Last Year. 


You take the time to make a better life.

Not a perfect life. A better life.

You’re ready for Challenge #3.

Most people let their finances boss them around like a grouchy toddler on a sugar high. But you are taking steps to improve your finances and your relationships.

Our New Year, New Money You Challenge #3 is perfect for someone like you. It’s not flashy or earth shattering, but it’s important. You have to review last year.

Challenge #3 is to “get real with what’s real”.

Take a little time to evaluate last year.


To make this challenge a little easier, here is a checklist:

  • Savings for current needs – Did you get off course? What caused you to get off course? Your rainy day fund?
  • Savings for your future – Did you add some to a 401(k)? College savings? Or retirement savings?
  • Debt – Did your debt decrease? Increase? By how much?
  • Spending – Are you an “oober saver”? – Did you make a “spending goal”?
  • Memories – Did you make some great memories?
  • Charity/Church – Did you feel good about the contributions you made to your church and/or charity last year?  What is going to be different this year?

Take some dedicated time to evaluate the progress you made and note any rabbit trails or not-so-great facets of your last year’s finances.

Celebrate—your steps toward a better life.

Recalibrate—your missteps for a better year, this year.

Need to catch up on Challenges #1 and #2?

#1 – Get a money app to help with the boring details

#2 – Invest in your future – a little grows a long way

The steps you take, no matter how big, matter.

Make it Happen!

Taylor & Megan Kovar

The Money Couple

Taylor & Megan Kovar posing at the Fredonia Hotel in Nacogdoches Texas

For more helpful money topics, follow us on Facebook. And be sure to read up on our blog!

Review Last Year: New Year, New Money You Challenge #3


Pick up a copy of our new book, The 5 Money Personalities: Speaking The Same Love & Money Language on our website!


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