5 Practical Ways to Reset and Manage Your Finances

By Tokiso TKay Nthebe

2023 has been a tough year for many of us. From rising interest rates to high inflation and the ever-growing cost of living, our wallets have taken a beating. But if you’re reading this—you made it through. Now is the perfect time to pause, reflect, and reset your finances so you can start the new year strong.

Whether you’re a young professional in Maseru, an entrepreneur in Johannesburg, or a Mosotho building a life abroad, now is the time to get serious about your money.

Here are 5 simple, DIY steps to help you build a better relationship with your money before the year ends.

1. Reset Your Financial Mindset

Your mindset matters. One of my favourite frameworks is the 3Ms of Financial SuccessMindset, Money, and Method by Sudarshan Sukhani which I often cited in many financial wellness programs.

Ask yourself:

  • Do I believe I can be debt-free?
  • Do I believe I can reach my financial goals?
  • Do I believe I deserve financial success?

Start by visualising what financial freedom looks like for you. Then commit to making it real—one smart money decision at a time.

2. Set SMART Financial Goals

Vague goals = vague results. The most effective financial goals are SMART:

  • Specific: What exactly do you want?
  • Measurable: How much will it cost?
  • Achievable: What steps will you take?
  • Realistic: Is it doable with your income?
  • Time-bound: By when will you reach it?

💡 Example: “I want to reduce my debt by 30% by 31 December 2024.”

What financial goal will you crush before 2023 ends?

3. 🩺 Review Your Financial Health

Do you know your current financial status? Take an honest look at:

  • Your bank statements (Where is your money going?)
  • Your income streams (Can you earn more?)
  • Your spending habits (What can you cut?)
  • Your savings rate (Are you saving enough?)
  • Your debt repayment (What’s your plan?)

Treat this like a personal audit—your roadmap for 2024 starts with knowing your reality.

4. Build a Simple Financial Plan

Think of your finances like planning a trip. You wouldn’t leave without:

  • A destination (your goals)
  • A map (your budget)
  • A place to sleep (your emergency fund)

A solid financial plan should cover:
✅ Budgeting
✅ Debt repayment
✅ Savings & investing
✅ Insurance & risk cover
✅ Retirement planning
✅ Tax and estate planning

📌 Tip: A qualified financial planner can help create a plan that matches your lifestyle and goals. And no—financial planning isn’t just for the wealthy. Everyone needs one.

5. Find Balance: Live Today, Plan for Tomorrow

Financial freedom isn’t about depriving yourself. It’s about intentional living—spending money on the things that matter today, while still planning for tomorrow.

This means:

  • Enjoying life within your means
  • Saving and investing consistently
  • Paying your taxes
  • Having a will to protect your estate

Balance is what brings peace to your financial journey.

Final Word

As we wrap up 2023, ask yourself:
📝 What money habit am I leaving behind?
🌱 What new money goal am I embracing in 2024?

Take time to reflect, reset, and realign your financial path. You don’t need a perfect year. You just need a clear plan, the right mindset, and consistent action.

Wishing you health, love, and financial prosperity!

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Originally published in Insure Digest, 2022. Updated for www.mymoneyadventures.com.
Disclaimer: This blog is for educational purposes only. Please consult a certified financial planner for personal advice.

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