Welcome to So Invested’s year in review.

Each year, we sit down on the pod to reflect on what we’ve learned - about money, career, life, and growth - and set intentions for the year ahead.

Now it’s your turn! Use these questions as a guided reflection to close out your year with intention and curiosity. There’s no right way to do it - pour a cup of tea or glass of wine, go for a walk, or open a blank page and see what comes up.

Here’s to learning from the past, celebrating the wins, and getting So Invested in what’s next. Enjoy 💫

Warm up Qs

What’s one word that sums up your year?

When did you have the most fun this year?

What was a book, TV show, or podcast you consumed that changed your perspective?

Money Qs

What money habit or belief did you outgrow this year?

Has your relationship with money changed at all this year, and if so, what did you learn?

Career Qs

We both spoke a lot this year about 2025 being one of abundance - when you reflect on that, what did it actually look like? (Even if you don’t think you had a year of abundance, what would it look like if you did?)

What’s one boundary or habit you set that changed the way you work or made your life better?

What did you let go of that created space for growth?