I Have My Financial Bucket List, What About You?

financial bucket listA financial bucket list helps you to prioritize your financial goals. By writing your financial goals down on paper you are more likely to achieve them!

So here it goes in no particular order:

  • Increase funding retirement accounts by 5% this year
  • Maintain Excellent Credit Rating (currently 819) ✔
  • Downsize current home ✔
  • Save down payment for fuel efficient car
  • Continue to monitor insurance policies for proper coverage and potential premium savings
  • Continue to develop blog and web businesses with the goal of providing additional income stream now and in retirement

Having a bucket list is a great start to acheiving your financial or other goals.  In order to make sure you stay on track it is a good idea to create a plan for each goal listing concrete actions along with due dates.  It's also a good idea to set interim dates to take a quick check of your progress.  If you find that you are behind schedule set aside some extra time to focus on your next task.

How about you?  Do you have a financial bucket list?

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17 Responses to I Have My Financial Bucket List, What About You?

  1. Alan B 09/21/2015 at 6:56 am #

    I have set up 3 financial bucket lists for short, medium and long term pespectives. Its is essential creating at least one to get an overview of one’s objectives…

  2. Miriam 09/14/2015 at 3:08 am #

    I am thinking of getting an ideal life insurance and increase my savings for the Christmas season. These are part of my bucket list.

  3. Paul 09/13/2015 at 3:24 pm #

    I find it’s a great visual for me to prioritize my financial goals.

  4. Paul 09/13/2015 at 3:16 pm #

    I agree Sydney, there are lots of ways to keep track of both personal and financial goals. I recently decided to make a bucket list of important financial goals as a way to hold myself accountable.

  5. Paul 09/13/2015 at 3:08 pm #

    A bucket list is just a method of writing down goals, both short-term and long-term. I look at it more of a way to prioritize important financial goals and that includes goals I want to start working on now as well as in the future. Thanks for stopping by Deleon!

  6. Jayson @ Monster Piggy Bank 09/12/2015 at 4:10 pm #

    I have had a financial bucket list, which helps me monitor what I should prioritize and makes it more easier to get those savings up.

  7. Untemplater 09/11/2015 at 7:35 am #

    Great idea! I have a personal bucket list but not a financial one. I have financial goals though, so I guess that’s kinda like a bucket list.

    Writing any type of goal down has really helped me stay focused and keep track. I made sure to do that each year once I started blogging. It helps me feel more motivated and responsible to hit my goals!

    – Sydney

  8. The DeLeon @ BYNW 09/09/2015 at 6:36 am #

    I never thought about building a financial bucket list. I feel like a bucket list is suppose to be much longer term and stretch goals that challenge us mentally or in this case more financially to accomplish. Still think its a great list but many of those seem to be do able in the next year or faster.

  9. Evan 12/07/2011 at 2:46 pm #

    When I think of bucket list I think of longer term crazy goals (maybe the downsize one) but everything else is shorter term goals that YOU WILL SUCCEED with.

  10. Jen @ Master the Art of Saving 12/05/2011 at 4:49 pm #

    I haven’t made a financial bucket list yet, but it’s fun to see yours. 🙂

  11. Melissa 11/29/2011 at 6:12 am #

    I am mulling over financial goals for next year. One will be fully funding our Roth IRA and paying off the remainder of our credit card debt.

  12. My University Money 11/28/2011 at 7:46 pm #

    Those are some admirable goals. My current financial list would revolve around diversifying my income streams and keeping my savings rate up!

  13. Amanda L Grossman 11/27/2011 at 3:51 pm #

    I like the idea of a financial bucket list! I guess mine sits in the back of my head. Live in Japan for a year (meaning save up the money to do so), fully fund retirement accounts each year, and sock away 50% of our income into savings each year.

  14. Paul 11/27/2011 at 1:44 pm #

    i don’t think it has to be written down, as long as you know what your goals are. 😉

  15. The Jenny Pincher 11/27/2011 at 12:55 pm #

    Yes I have a list I keep in my mind. Right now that list includes, paying down cc debt, building my savings back up (I moved 3 times this year and built a home). I’d also like to save for a trip to London next fall with my aunt. I don’t know if that will happen but I’m finding it motivating to ask myself would I rather have x item or save that money for London? Of course I want to save for London so it’s helping me control spending 🙂

  16. Paul 11/27/2011 at 12:10 pm #

    I haven’t really written them down so to speak. I do have them in quicken though. Having them written down helps to focus your energies, for me anyway. 😉

  17. krantcents 11/27/2011 at 10:54 am #

    I have a list, but I would not call it a bucket list. I am constantly doing things to prepare myself for retirement since it is 5.5 years away.