Mariel Segarra

There are these things that you're supposed to do every day, week, month, and year to stay healthy.

Like brush your teeth twice a day, floss once a day, shower every so often, go to the doctor, get that colonoscopy, move your body at least 150 minutes per week.

I know it's a lot and we're not doing all of these things consistently.

Give yourself a break.

Do your best.

The reason I bring this up is that there's a version of this for your financial health.

When it comes to money, there are certain things you should do to take care of yourself.

And they have a cadence daily, weekly, monthly and yearly.

You could almost plot them out on a calendar.

On this episode of Life Kit, we're going to walk through that calendar with you.

We'll talk about the super practical stuff.

You know, here's when to check on your tax withholdings and your investment accounts.

But we'll also go beyond the number crunching.

OK, we're going to start with an exercise.

It comes from Brent Weiss, who co-founded a financial advice company called Facet and has a whole bunch of letters after his name.

He tells his clients to pick a time horizon, say three years, five years or 10 years from now, and then ask themselves.

Because money really is a means to an end.

That end might be security and safety, pleasure, freedom.

It might be a move to another country or the chance to start a business.

Brent says your financial goals should get you closer to whatever it is that you want.