Episode in a Nutshell:

Can you believe we're already into October? That means it's time for your 3rd quarter review! Let's dive into how to turn your first 9 months of data into a projection for the next 3 months and find your Zen Money numbers in this week's episode.

In this episode, we discuss:

• Why a little digging into your numbers now will make a huge difference at year end.
• The 5 steps Liz takes with clients during Q3 review.
• How to calculate your tax set asides.
• What to consider when looking at the past 9 months of your financial data. 
• And a whole lot more!​

--> Download this week's Q3 CHECKLIST here. <--

Reach out to me at Liz@LizLajoie.com if you have any questions!

Have you taken the Zen Money Quiz yet? It's a great place to start leveraging what feels best to you around your money management and more! Give it a spin here: www.lizlajoie.com/quiz

Want to get A's to your Q's live? Join me on Facebook for our new weekly Zen Money Chat at 3:30 ET every Wednesday! www.facebook.com/zenmoneycfo

And finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think: 

ratethispodcast.com/zenmoney

Thanks in advance for your feedback!