New year, new routines! In this conversation, Fidelity pros talk about how small, consistent habits can help transform your financial wellness. Check out the replay to learn about creating meaningful “money dates,” building sustainable budgets, and developing a financial routine that will help keep you on track for your financial goals. If you’re looking to boost your money management skills, this episode is for you! 00:00 Introductions 00:39 What is financial wellness? 06:46 How to manage money with a money routine 09:25 What is a money date? 12:33 How to manage money monthly 18:12 How to manage money quarterly 22:01 How to manage money yearly 25:40 How to create a financial plan with family, friends, and others 27:29 How to create a budget 31:12 How to stay consistent with money management & automating finances 35:43 How to understand money habits 39:58 How to create a financial “to-do” list to stay on track 41:37 Wrap-up Questions? Drop them below 👇 and we’ll reply right in the comments. Subscribe to the Women Talk Money community: https://www.fidelity.com/go/womens-investing/signup?ccsource=YouTubeReplay_01_14_26 Register for upcoming Women Talk Money events: https://fidelityevents.com/women-talk-money-events?utm_campaign=YouTubeReplay_01_14_26 • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelityinvestments • Follow Fidelity on TikTok: https://www.tiktok.com/@fidelityinvestments • Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/ • Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/ • Follow Fidelity on Discord: https://discord.gg/FidelityInvestments • Ask Fidelity on X: https://www.twitter.com/Fidelity Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1243662.2.0 #moneymanagement #financialwellness #personalfinance #budgeting #financialplanning