170 | Your Year-End Wellness & Wealth Review (for Healthcare Providers)

As healthcare providers, we’re constantly evaluated at work, but rarely taught how to step back and evaluate our own lives. In this episode, I walk you through your Wellness & Wealth Annual Review, which is a reflective, intentional process to help you take stock of your finances, energy, health, time, and overall alignment after another year. This is not about budgets, hustle, or setting rigid resolutions. It’s about awareness, compassion, and creating margin so burnout doesn’t quietly follow you into another year.

To help you follow along (or do this review later), I’ve created a Wellness & Wealth Annual Review worksheet, a resource designed to make this process simple and actionable. I recommend setting aside 15 to 30 minutes with the worksheet, your favorite cozy beverage, and a quiet space. You don’t need perfection- just honesty and curiosity.

👉 Download your copy of the Wellness & Wealth Annual Review Workbook here and do this alongside the episode or at your own pace.

This is an annual reset I wish I had learned earlier in my career, and I hope it helps you enter the next year with more clarity, calm, and intention.

Thanks to Caleb Pepperday, CFP, CHFC, founder of Advanced Practice Planning, LLC, for sponsoring this episode! If you're interested, visit www.advancedpracticeplanning.com/fi to grab your free consultation.

If this episode was helpful, subscribe to the PA the FI Way podcast or YouTube channel for more content to help you build financial independence and prevent burnout along the way. 

Are you just beginning your journey to financial independence and want to learn more? Download your free copy of the PA the FI Way Beginner’s Workbook here!

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