Female Finance Collective

Sybil Hall, Jen Sullivan, and Meri-Li Forrest

Welcome to the Female Finance Collective where we encourage women to have open and honest conversations about all things money.

  1. Year-End Financial Review | Ep 89

    12/17/2025

    Year-End Financial Review | Ep 89

    As the year comes to a close, it’s the perfect time to pause, reflect, and set yourself up for financial success in the year ahead. In this episode of the Female Finance Collective Podcast, Jen sits down with financial planner and money coach Meri-Li to walk through the process she uses with her clients for a year-end financial review. This conversation is designed to help you look back on the year with clarity (not judgment), update your numbers, and create a plan that feels realistic, supportive, and aligned with your life. We cover: Why cash flow is the best place to start your year-end reviewHow to review and update your budget for the year aheadWhat to look for when reviewing debt and upcoming “freed-up money”How to plan ahead for savings, travel, and future expensesA simple way to check in on your tax position before the year endsWhy documenting your goals matters — and how to actually stick with themHow choosing a financial “theme” for the year can simplify decisions and create momentum 🎁 Free Resource: We’ve created a Year-End Financial Review Checklist and a companion workbook to help you work through everything discussed in this episode. Click here to join our free community to download your copy today. We’d Love to Hear from You! Do you have questions or ideas? Connect with us! Instagram: @femalefinance.collective  Facebook, YouTube, Pinterest: Female Finance Collective *Disclaimer: The Female Finance Collective podcast is for educational purposes only as we share our personal experiences and opinions. To make the best financial decisions for you, research and contact a financial advisor with questions. Remember, all investments involve some form of risk; there is no guarantee that you will be successful in making, saving, or investing money, and there is always a risk of loss when investing.

    26 min
5
out of 5
4 Ratings

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Welcome to the Female Finance Collective where we encourage women to have open and honest conversations about all things money.