What if the end of your year didn’t feel rushed or overwhelming? What if, instead of stressing about budgets, taxes, and unfinished goals, you could pause, reflect, and take intentional action to finish the year with clarity and confidence?

In this episode of The Finance Cafe Podcast, co-founders Shauna Frederick and Shannon Pestun guide entrepreneurs through five powerful questions to reconnect with both their business and personal goals before year-end. Rather than hustling toward the finish line, they invite you to slow down, reflect on your progress, and align your numbers with your values in a way that feels empowering.

Through honest reflections and practical insights, they explore what success looks like right now, which numbers truly matter, what tasks or ideas need attention before year-end, and how to celebrate your wins while also asking for the support you need to move forward. Think of this conversation as a money date with yourself—a chance to pause, check in, and create the clarity you need for the season ahead.

This episode is a reminder that financial wellness isn’t just about the numbers—it’s about the confidence and peace of mind that comes when your goals, values, and actions align.

Explore online programs at The Finance Cafe to learn how to read financial statements, understand cash flow, and connect your numbers to your values. Use code PODCAST10 for an exclusive listener discount.