★ Money Challenge #15: Set a One Year Check-In

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This is part of our Weekly Money Challenge series.
Be sure to check off any you’ve missed!

Here at Rockstar Finance, our goal is to continually improve our finances. Why? Because money has a huge impact on the rest of your life.

But the opposite also holds true. ALL areas of your life have an impact on your money. It’s hard to separate out one from another. We need all areas working together to enjoy the good life!

This week’s challenge: Set a calendar item exactly one year from now to check in with yourself.

You can write in notes or list out any goals you’re aiming to hit by then, or you can simply ask yourself a question like, “Am I happy?” It sounds silly, but trust me – you’ll enjoy the surprise reflection in a year!

Here are some other areas you may want to check in on yourself too:

  • Finances (of course)
  • Physical fitness
  • Spirituality
  • Work and career
  • Personal development
  • Family
  • Social life

A year is a long time, but it goes by fast. If you want to start improving areas of your life, the time to get the plan together is now.

Set the calendar item before you forget, and then come back and let us know what questions you’ll be asking your future self. In a year we’ll all check in on each other :)

Derek, Master of Challenges


PS: Curious to see how last week’s challenge went? Click here and scroll to the bottom.


Looks like March 13th, 2018 will be an interesting day for some…

I’m actually pursuing this with my 2017 Goals. I set goals in all these areas and am writing up an accountability report monthly on my progress! I’ve found it to help me tremendously so far and to make the goals stay in front of me in a way that is forcing me to make progress! -Steven Goodwin (Read more)

I recently read an article where a person uses March 4th every year for goal setting, launching projects, etc…. The reason is because you say it as “march forth”.. I thought that was pretty cool! I plan to use that as my one year check in date. –PrimalProsperity

Im going to copy paste the link to this post in my calendar so I can come right back to this spot and remember what the heck I was reminding myself to do! Hi future me…welcome back…from the future? Done. –MissMazuma

This year I’ve been doing a monthly check-in. It’s helped me to both make progress and hold myself accountable when I don’t make progress! Plus it serves as a good reminder for those goals that aren’t “top of mind”. I have a few big goals that I have no problem focusing on, but also some smaller ones that could easily get lost in the shuffle if I wasn’t checking in with myself. –ChiefMomOfficer (Read more)

Last but not least…. ME!



6 thoughts on “★ Money Challenge #15: Set a One Year Check-In”

  1. I really like this idea! I firmly believe that personal finance and happiness are directly related. You can have a financial check-in, but these other categories also encourage you to develop your inner sense of happiness and identity.

    1. You’ll have to come back in a year and let us know what happens :) We did it on our old podcast last year and then promptly forgot, and then randomly one week this year we got people emailing us about it as the year had passed and the calendar items popped up! Was so cool!

  2. This is great! It’s hard to know where you will be in a year, but being able to review a year of financial activity is a great way to help making decisions moving forward. I am going to try and remember this a year from now and give myself a review.

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