It's the beginning of the year, which means it's time to reset those financial goals, but we're making it more attainable (and fun!) by breaking it all down into a quarterly game. If you happen to have ADHD like us, your brain will thank us. 🧠

This isn’t your typical budget/save/invest talk. In this episode, we kick off our brand-new quarterly financial planning series (name pending, suggestions welcome) with a SMILE—literally. 😁

You’ll learn why quarterly planning is a game-changer for your finances, how to use our gamified SMILE Bingo Card to set goals and stay on track, and why budgeting isn’t a boring word—it’s your financial foundation (we're building knowledge and breaking barriers, remember?).

✨Think of it as creating a Vision Board for your finances. ✨

✅ We'll also give you a quick market update, including retail sales, earnings season expectations, and the ever-important inflation watch.

By the end of this episode, you’ll have the tools (and the bingo card!) to make real progress on your financial goals. Trust us—future you will thank you for this one. We'll be checking in with you in Q2!

Free Download 🔽

🎯 Don’t forget to download the free SMILE Bingo Card and tag us (@marketmakeHER on TikTok or @marketmakeHERpodcast on Instagram) with your progress, if you feel inclined to share.

🥐 Make it a group activity with your accountabili-buddies or send to a friend. We'll also be checking back each quarter to see how we're all doing.

🌞 Let’s SMILE our way to financial success in 2025! 🌚

Episodes Mentioned:

🔗 Order of Events

🔗 CD Laddering

🔗 Market Broadening

🔗 Market Capitalization

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About Us 🌚🌞 

Market MakeHer is an investing education podcast taught teacher-learner style by a 15-year finance expert, Jessica Inskip, to her very inquisitive beginner investor friend, Jessie DeNuit. We want to help you get better with your “finance-sis” (get it? No finance bros here). Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics - from "Her" perspective. You’ll also learn about free tools and resources on our podcast and we offer a ton of free educational content on our ⁠website⁠ so you can become fin-fluent. 

Important Disclosures:

Market MakeHer podcast provides financial literacy education. Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a potential for losses when investing in securities. Market MakeHer LLC provides educational content and resources, but we are not registered financial advisors and do not provide personalized investment advice. Consult with a licensed financial advisor before making any investment decisions.