First Quarter Financial Goal Check-In

Our weekly #CreditChatstarted in 2012 to help our community learn about credit and important personal finance topics (e.g. saving money, paying down debt, improving credit scores). Each chat is hosted by @Experian on X (formerly Twitter) and all are welcome to participate. DM us any questions.

Join our #CreditChat on March 27th as we delve into the topic of performing a first quarter financial goal check-in. We’ll discuss valuable tips and strategies for evaluating and fine-tuning your financial goals to set yourself up for success.

Topic: First Quarter Financial Goal Check-In

When: Wednesday, March 27, 2024 at 3 p.m. ET.

Where: Join the live hashtag discussion

The panel will include: Deacon Hayes: Founder of Well Kept Wallet; Ilyce Glink: Real Estate and Financial Wellness expert, author, speaker, entrepreneur and founder of ThinkGlink.com;  Jason Vitug: Wellness advocate, bestselling author, entrepreneur, producer, and founder of the financial wellness website phroogal.com; Gabrielle Olya: Lead Writer and Editor at GoBankingRates.com;  Raya Reaves: Founder of City Girl Savings; Nia Adams: Speaker, Real Estate Investor, Author and Founder of PerspectivesChange.com; Beverly Harzog: Credit Card Expert, Bestselling Author, columnist and podcast host at BeverlyHarzog.com Jennifer White: Consumer Education and Advocacy Team, and Christina Roman: Consumer Education and Advocacy Manager at Experian.

Gift Card Giveaway

Enter here for a chance to win a $50 Amazon gift card! We will be announcing a winner at the end of the chat. Entry Period: Raffle open now and closes at the end of this chat at 4 p.m. ET. Complete rules here.

Questions we will discuss:

  1. Can you share some examples of financial goals that you are tracking this year?
  2. How often should you check in with your financial goals?
  3. What should a quarterly financial check-in include?
  4. What are some effective strategies for tracking and measuring progress towards yourfinancial goals?
  5. How can a first quarter financial goal check-in help individuals or businesses adapt their financial strategies for the rest of the year?
  6. How can you identify financial habits or behaviors that are supporting or hindering your progress toward your financial goals?
  7. How can you review and change your spending habits to ensure they are more sustainable and align with your budget?
  8. What is one financial habit that you can practice to help you achieve your financial goals?
  9. How can individuals stay motivated and resilient in the face of setbacks identified during first quarter financial goal check-ins?
  10. What lessons can we learn from performing financial goal check-ins?

Check out our complete list ofupcoming personal finance Twitter chats here.

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