organize your money for 2025

We're a few weeks out from 2025 so here's your year-end money checklist! To help you take action on all of these steps I talk about in this video, here's a free checklist with all of the steps:
stan.store/its...
Budget template I use in this video:
stan.store/its...
Start earning money on the money you're saving with a HYSA:
savingsrates.or...
Start investing the easy way:
savingsrates.or...
2025 goals, money goals, new years goals, year end money checklist, how to get your money right, get your finances under control, how to start budgeting, budgeting for the new year, new years money goals, financial goals to set in 2025, hitting financial goals in the new year, money checklist, how to save money, how to invest for beginners, what should I do with my money, 2025 budget, monthly budget, how to build a budget, personal finance for women
Disclaimer: I am not a financial advisor and do not provide individualized advice on how to invest or what you should invest in! This video contains affiliate links so I may be paid for products and services at no additional cost to you! Thank you for your continued support on my channel!

[@Madds]

this'll be my third year using your budget template! It's my favorite one yet. Appreciate this video!!

[@itserinconfortini]

omg YAY!! that makes me so happy to hear 🥹

[@DubaiCashStuffer1]

It’s definitely time to look at past goals and make ones for 2025. I’m all about tracking my expenses. I know exactly where my money is going which feels good.

[@noraib3]

Great helpful video! I just wanted to note that vanguard does automatically invest any auto deposits from your bank account. You just have to select the vanguard account (brokerage, Roth IRA, etc) you want the money to go into and what frequency and it just adds to the overall balance that’s already being invested in whatever ‘fund’ you have your account investing in.

[@elizabeththompson1525]

I love your long form content! Hope you make more vlogs and your channel grows!

[@itserinconfortini]

awe thank you so much!!! 🥹 i’ll do more vlogs for sure!!

[@christi211991]

Thank you so much for your content! I find it not only informative but also life changing! I just had a question for Capital One checking/savings vs. SoFi… which banking platform do you use the most or prefer?
I started a SoFi account but didn’t even think about Capital One until today. Thank you again!

[@Plan_withcourt]

I love your budget layout, so much simpler than some that I see and unfortunately bought the other day.
Do you have a layout that is a month overview but also a paycheck by paycheck one? I like to see what each check is paying for but I also would like a monthly overview too

[@laurencharltonn]

Love this! So informative yet understandable ❤ would be interested in a video on your experiences of the financial and time commitments of a dog? I think it would interesting and also important round this time of year when some people get “puppy gifts” without realising the cost

[@itserinconfortini]

ooh good idea thank you!!!

[@laurencharltonn]

@ thank you! Also maybe a short/reel on credit cards you recommend and their “perks”?

[@ayasbudgetblueprint]

What primary CCs are in your wallet/rotation? Been thinking about switching it up for 2025 and would love to see what cards you use most for dining/everyday purchases

[@itserinconfortini]

hi! im mainly using my Bilt card (rent, dining) and my Cap1 Venture for all other spend! i’m buying a house in a few months so don’t want to open another card at the moment but once the mortgage is done i’ll probably get another :)

[@Avrielleessence]

Great video.. thank you

[@itserinconfortini]

thank you so much!!

[@ssarah139]

How much do you keep in your checking account on a regular basis? Been going over monthly budget and prepping for 2025 and not sure what’s a good “leftover” amount after all savings, expenses, debts, etc is assessed.

[@itserinconfortini]

hi! i usually keep around 1 months worth of expenses in my checking account so that my autopay/auto transfers can go through :)

[@kristina-honey]

Time stamps would be helpful please

[@itserinconfortini]

i’m still trying to figure out how to do that on yt 😂😭

[@carisarolko7418]

Hi! I'm sorry if you already answered this in the video, but how do you track Venmo/similar app charges?

[@itserinconfortini]

i’d log it as whatever i’m venmoing someone for. i.e. if i go to dinner and venmo my friend $50, id log it as restaurant spend!

[@cassidyjohnston3282]

How do we get the 2025 version if I bought the 2024 version already? I have an email receipt from the original purchase

[@itserinconfortini]

you should’ve got it in your email last month!! send me an email at [e-mail] if you can’t find it :)

[@VintageGatorX]

Your BF a lucky lucky man

[@itserinconfortini]

hahahahah im so telling him that thank you!!