Introducing my new financial co-work/accountability program: “From Dread to DONE: Clearing Up Your Money Must-Dos”

We all have evergreen lists of money must-dos, those tasks that show up month after month (sometimes year after year) that we really, really need to do but never actually get started on because there’s no due date, or they just feel too overwhelming. (Estate planning, anyone?)

From Dread to DONE: Clearing Up Your Money Must-Dos is a seven-week online co-work and accountability program led by me, financial author Angele McQuade. I’ve designed this program to help overwhelmed women (maybe that’s you?) move from dread to done with the financial tasks they’ve been putting off far too long—and have some fun along the way, too.

Maybe your money must-dos include pulling together your taxes, updating beneficiaries on your investments and insurance policies, finally starting to track your spending, taking care of money for an aging parent, or something else entirely. The list can feel endless, and the weight of all the financial things we’re supposed to do can keep you stuck in place. Trust me, I’ve been there, too. Then I discovered how much lighter my list feels and how much I actually enjoy taking care of things when I’m working in the company of other women.

When the pandemic started, I yearned for a way to recreate the same ease and productive joy I got working alongside writer friends in coffee shops, so I created an online co-work group for writers that grew to more than seventy members. Now I’m bringing that same productive, supportive energy to any woman looking to make progress on her constantly-growing list of important financial tasks that never seem to actually make it onto a calendar.

The Spring 2023 session of From Dread to DONE: Clearing Up Your Money Must-Dos runs March 15 – April 30, with a minimum of five (often more) hours of live Zoom co-work sessions each week, plus unlimited use of recorded sessions on demand. This group is productivity-focused; each live session, you’ll be working on your own choice of tasks in the company of other women working on theirs, with expert guidance and structure from me always available when you need it. There will also be two open Q&A calls, and plenty of other opportunities to get answers to your most pressing questions straight from me.

Each week, you’ll have access to two live 110-minute co-work sessions personally led by me on Zoom. You’ll also have access to at least two—and often more—60-minute “deep focus” pop-up sessions with me each week, with email/text notifications at least six hours in advance (the night before for any the next morning).

The exact times for all co-work sessions will be based on the group members’ most available times each particular week. If you’re ever unable to attend sessions live or would like even more work time, you’ll always have on-demand access to videos of me leading both versions of the co-work sessions. These videos will be available for your use at any time during the program.

Our Zoom co-work sessions are informal and flexible. Come and go according to your own schedule, and leave your video on or off. Work on your taxes, your budget, your investments, your paper organizing, your parent’s finances, or something else entirely—it’s totally up to you! My only goal is to help you lift the weight of the financial tasks taking up too much space in your head and heart, those heavy money “must dos” keeping you from living with the joy and ease you desire.

This program also includes two live one-hour Q&A sessions (date and time based on group member availability). During these open Q&As, you can ask me any questions you have about organizing your financial paperwork, tackling larger financial projects like wills and other estate planning documents, setting up systems and checklists to streamline your financial management tasks, and other related topics. Can’t attend live? Just submit your questions in advance. A password-protected replay will be available to all group members for ten days.

Tell me if any of these feel familiar…

  • You freeze up whenever it’s time to get started on any big financial task (like your taxes or retirement planning).
  • You’re so overwhelmed by all that needs to be done that you avoid even opening your financial statements and emails.
  • You’re ready to get started but need an actual appointment on your calendar to stay accountable.
  • You love the idea of taking care of tedious financial tasks with a fun, supportive group of busy women also working on the same kinds of things.

The supportive co-working community you’ll find in From Dread to DONE is my invitation to begin lifting the overwhelm you’re feeling in your financial life, to find clarity by recognizing which money tasks most need to be done now, and which you might actually be able to let go of forever. If you decide to join, I’m confident that by the end of our time together, you’ll have made substantial progress on your money “must-do” list, all with less stress and a lot more joy than you ever imagined possible.

You’ll also have learned all kinds of strategies, systems, resources, checklists, and tools (like my “Money Magic” notebook) to help streamline your financial life, letting you shift that time to things that bring you greater happiness. As an extra bonus, if you earn any kind of self-employment income, the entire cost of this program is a tax-deductible business expense.

Sign up here…

FAQs

Q: Why co-work? What does that give me I can’t get by working on my own?

A: If you’ve never been in a supportive, uplifting co-work group before, it’s hard to describe how amazing this kind of community can be, and how much more productive your time gets as you work on your own priorities immersed in the collective energy of other women working on priorities of their own. Co-work sessions also give you a chance to share not just your progress, but also your frustrations and questions with people who truly understand where you’re at and how much it means to finally start making progress on those “been on my list for years” money must-dos.

Q: How do the co-work sessions work?

A: Each Friday, I’ll email the co-work schedule for the upcoming week based on the times most requested by group members as a whole. Each week I’ll host two 110-minute scheduled sessions and at least two (usually more) “pop-up” 60 minute “deep focus” sessions. You’ll get an email and/or text at least 6 hours before these pop-ups (the night before if it’s a morning session), and you’ll also always have access to recorded sessions of both types.

At the beginning of each co-work session, we’ll share our goals with the group. You’ll also have an opportunity to voice any fears or anxiety surrounding your chosen tasks, and ask me any questions you might have about working on your chosen tasks for the day. The 110 minute session with have three work blocks, and the 60 minute session will be one, longer work block to allow for deeper focus if desired. You’re welcome to ask me any questions that might come up during the work blocks, and you can mute the room at any time if you’d prefer quiet that day.

At the end of each session, we’ll each document what we did on our tasks and create a “next steps” list so we can quickly jump right back into productive work the following session. We’ll also quickly share and celebrate each other’s successes, because that’s a hugely important (and fun!) part of working together in community, too!

Q: Will you be teaching “lessons” during the co-work sessions?

A: While there won’t be any formal syllabus or set educational topics during our co-work times, I’ll definitely be teaching all kinds of financial organization tips and strategies and giving guidance on the logistics of how to best make progress on your money must-dos, all based on what you (and your fellow co-workers) need most. Have questions? Bring them to the co-work sessions and I’ll answer as we go! You can also bring (or email) your questions to our live monthly Q&A sessions, where I’ll happily share everything I know on whatever financial or organizing topic you need help with. The only kinds of questions I won’t tackle are things like specific investments or tax moves to make—save those for your financial, tax, and legal advisors!

Q: What if I’m not sure what to work on?

A: Don’t worry, I have plenty of ideas for you! Before our first session, I’ll send out a special list I’ve created just for this co-working program filled with all kinds of financial tasks you might want to focus on, including some you may never have thought of.

Q: Can I work on something that isn’t financial?

A: Of course! Though our main focus will be money must-dos, you’re welcome to work on any kind of project that’s weighing you down.

Q: Can I join after the March 15 start date?
A: Absolutely! You can join any time until the program closes on April 30. (The cost stays the same regardless of when you register.)

Q: Can I get a refund if I change my mind or don’t show up?

A: This program is non-refundable. By signing up, you’re making a promise to your future self that you’re serious about getting these financial things done. Whether or not you follow through is up to you; I’ll be there every session cheering you and everyone else on!

Q: What if I can’t attend live? Will the sessions be recorded?

A: For privacy, live co-work sessions won’t be recorded, but you’ll have on-demand access to recorded videos of both the 110-minute sessions as well as the 60-minute “deep focus” sessions (both led by me with all the prompts and planning/next steps sections included in the live sessions). The monthly Q&A sessions will be recorded, with a password-protected replay available for ten days.

Q: Wait, remind me why there aren’t any actual times listed for the co-work sessions?

A: Great question! My goal is to create a schedule with the best chance of attendance for everyone, so I’ll ask all group members each week about their availability and time preferences for the following week, then create the schedule based on that information.

More questions? Email me at angelemcquadeauthor@gmail.com and I’ll answer them today!

Sign up here…

Why choose me to work with?

I’m a money expert who’s published two financial books (including Investment Clubs for Dummies), with a third on the way later this year. I’ve been a monthly columnist for BetterInvesting magazine for more than 20 years and have taught on financial topics (including the deep connection between money and creativity) online and at live events across the United States. I also do financial organizing for private clients, and will be offering other guided accountability programs focusing on finalizing your estate planning, tidying up money-related loose ends, and general financial organizing later this year.

Beyond those professional qualifications, I’ve managed my own family’s finances and investments over the decades through years both tight and fruitful. Wherever you are right now—whether that’s helping your parents with their finances; juggling college savings and other expenses for your kids; exploring life on your own or as an empty-nester; figuring out the best investment strategies for your retirement; dealing with moving, job loss, divorce, or other major life transitions; struggling with fixed costs that are more than you can afford; looking at unexpected money you’re not sure what to do with (and maybe feel a little guilty about having when others have less); starting a new business; dreaming big dreams you’re not sure you deserve—I’ve probably been somewhere similar, and I’d love to help you dream, plan, and make your way through it.

I can’t wait to watch your never-ending financial to do list get shorter and shorter and your new list of completed tasks grow longer and longer as together we move from dread to DONE! Ready to join me? You’ll find all the details to sign up here…

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Ready to Make 2023 Your Best Year Yet?

An orange-colored cocktail in a glass with two mint leaves clipped together to form a heart shape

If so, please join me for the return of one of my favorite workshops!

Your Best Year Yet 2023 is live, online 90-minute guided workshop led by me (financial author/organizer Angele McQuade) to help you reflect on, celebrate, and release 2022; discover your biggest goals and dreams for 2023; and identify all kinds of financial loose ends distracting you from your truest joy.

Are you a woman who…

  • Feels like you should have some way of reflecting over the past year as you set intentions for this new year, but still aren’t sure where to start?
  • Feels disappointed by how much you didn’t get finished in 2022, even though you felt like you were busier than ever?
  • Feels so exhausted by 2022 (and to be honest, 2021 and 2020, too) that you don’t even want to look back?
  • Feels resistance to working on 2023 goals when 2022 still feels unfinished?
  • Feels embarrassed to dream big dreams, because who are you to be allowed to want those kinds of things, anyway?
  • Is eager to celebrate your 2022 successes and accomplishments but could use some help remembering exactly what they were?
  • Yearns for some hope, some sense there’s something in your control, even when your home and work life and the world in general seem to be spinning out of control?

We live in a world that’s exhausting on so many levels, where the push to go go go never seems to stop. Not giving yourself the time and space to deeply reflect, celebrate, and dream big dreams can leave you feeling unseen, deflated, adrift.

  • You deserve celebration, even if you feel like you didn’t accomplish nearly enough. (Guess what—you probably did a lot more than you’re giving yourself credit for!)
  • You deserve recognition for all you did accomplish, even if no one else gives it to you.
  • You deserve time and space dedicated solely to discovering what you most want and need in 2023.
  • You deserve a few minutes to yourself to uncover what’s really weighing you down, decide what you want to do about it, and find support to make that happen.

Your Best Year Yet 2023 is an invitation to dream big, to find inspiration and direction. It’s also an opportunity to think small, by identifying the tiny needlepricks of all those little things (especially the money-related ones) you’ve been needing to get done for so long. Wouldn’t it feel great to lift the overwhelm of the unknown by finding clarity in what needs to be done now, and the closure of recognizing what you can safely let go of forever?

Sign up here…

Your Best Year Yet 2023 is a live, 90 minute guided session for women and non-binary people, filled with introspective questions and prompts that will give you time and space to…

  • Review and reflect on your 2022 to help you discover what you loved about your year, what you wish had been different, and what you’ve already started to create that you can continue to build on this coming year
  • Set inspiring new goals and dream big dreams (especially financial ones) for 2023
  • Share—if you want—and refine your personal, professional, and especially your financial 2023 goals and dreams with other women yearning for the same clarity and support
  • Ask me any questions that might help you start working toward your financial goals and dreams even faster

By the end of Your Best Year Yet, you’ll feel proud of all the 2022 successes and accomplishments you’ve identified and be closer to letting go of any still-lingering regrets or disappointment. You’ll also feel lighter after casting off the weight of uncertainty and overwhelm thanks to identifying your most nagging loose ends, and you’ll leave inspired for 2023 thanks to your new list of goals and dreams, plus concrete steps to turn them into reality.

Sign up here…

Your Best Year Yet 2023 will be offered live in a private Zoom group one-time session lasting approximately 90 minutes. Choose one session from the following available times:

Thursday, January 19, 2023 at 9 a.m. Eastern/8 a.m. CT/7 a.m. MT/6 a.m. PT

Thursday, January 19, 2023 at 8:30 p.m. Eastern/7:30 p.m. CT/6:30 p.m. MT/5:30 p.m. PT

Friday, January 20, 2023 at 12 p.m. Eastern/11 a.m. CT/10 a.m. MT/9 a.m. PT

Saturday, January 21, 2023 at 6 p.m. Eastern/5 p.m. CT/4 p.m. MT/3 p.m. PT

Sunday, January 22, 2023 at 10 a.m. Eastern/9 a.m. CT/8 a.m. MT/7 a.m. PT

Sunday, January 22, 2023 at 3 p.m. Eastern/2 p.m. CT/1 p.m. MT/noon PT

In honor of all the promise this new year holds, the cost of this live, online 90-minute guided session of Your Best Year Yet 2023 is only $23. To ensure the privacy of all attendees, sessions will NOT be recorded and there will be no replays available if you are unable to attend live. The purchase price of this workshop is non-refundable. If you are unable to attend live, you may reschedule to a later session if one is still available (24 hours’ notice required).

Sign up here…

Why choose me to work with?

I’m a money expert who has published two financial books (including Investment Clubs for Dummies), with a third on the way in mid-2023. I’ve been a monthly columnist for BetterInvesting magazine for more than 20 years and have taught on financial topics (including the deep connection between money and creativity) online and at live events across the United States. I also do financial organizing for private clients and am about to launch a new nine-week financial accountability “let’s get your taxes ready” group program with 70+ hours of live, guided co-work and financial Q&A sessions held during February, March, and April. (Other 2023 guided accountability programs will focus on finalizing your estate planning, tidying up money-related loose ends, and general financial organizing.)

Beyond those professional qualifications, I’ve managed my own family’s finances and investments over the decades through years both tight and fruitful. Wherever you are right now—whether that’s helping your parents with their finances; juggling college savings and other expenses for your kids; exploring life on your own or as an empty-nester; figuring out the best investment strategies for your retirement; dealing with moving, job loss, divorce, or other major life transitions; struggling with fixed costs that are more than you can afford; looking at unexpected money you’re not sure what to do with (and maybe feel a little guilty for having when others have less); starting a new business; dreaming big dreams you’re not sure you deserve—I’ve probably been somewhere similar, and I’d love to help you dream, plan, and make your way through it.

Ready to join me? You’ll find all the details to sign up here

Join Angele for a free BetterInvesting webinar on using financial podcasts in your investment education on September 25, 2021!

BetterInvesting columnist Angele McQuade’s
May 2020 cover story on financial podcasts

Financial podcasts can be an unexpectedly entertaining way to learn more about personal finance and investing from a wide variety of voices and perspectives. Join BetterInvesting’s “Book Value” columnist and financial author Angele McQuade online on Saturday, September 25 at 10 a.m. ET for an overview of many of her personal favorite financial podcasts, plus an opportunity to share your own favorites with everyone, too!

Register online for this free webinar, Invest in Your Education with Financial Podcasts, presented by the Maryland Chapter of BetterInvesting. There was not nearly enough room for Angele to mention all of her own favorite financial podcasts in her May 2020 cover story in BetterInvesting magazine, so she’ll be sharing a handout with an even bigger (and newly updated!) list during this live event.

It’s A Two-Conference October for Me!

If you’re in the mood to come hear me speak (and why wouldn’t you be?), you’ve got two (TWO!) opportunities this month, lucky you.

JRW Conference LogoI’ll be at the 15th annual James River Writers conference in Richmond, VA Oct 13 – 15, 2017 giving a two-hour Cash & Creativity: How Cleaning Up Your Finances Can Spark New Creative Success master class on Friday, and joining in on panels during the conference itself both Saturday and Sunday. Registration is still open, but you’d better act fast!

 

MidAtl-BannerTwo weeks later, I’ll be presenting a special three-hour, expanded version of Cash & Creativity as an intensive the day before SCBWI Mid-Atlantic’s annual conference in Dulles, Virginia. The intensives will be held Friday, October 27, and the conference itself is on Saturday, October 28.

I hope to see you at one or both of these events – let me know if you’re coming! And if you’d like to find out about future events as soon as they’re added to my calendar, sign up for my newsletter and I promise you’ll be first to hear.

 

 

Come join me at the James River Writers Conference in October!

JRW Conference LogoAfter waiting months to share this exciting news, I’m beyond thrilled to announce I’ll be presenting a Cash & Creativity: How Cleaning up Your Finances Can Spark New Creative Success master class at the James River Writers 2017 Conference on Friday, October 13 in Richmond, Virginia!

The list of conference speakers and master classes plus all the registration details just went up online  – I’m so honored to be included in this stellar group of writers (including the brilliant Meg Medina, one of my all-time faves) and industry professionals.

Hope to see you on Friday for my master class, and throughout the weekend at the main conference, too!

Announcing new Cash & Creativity private online classes!

You–yes, you!–and your friends and colleagues are all warmly invited to be a part of Cash & Creativity: How Cleaning Up Your Finances Can Spark New Creative Success, a private three-week online class taught by Angele McQuade, author of INVESTMENT CLUBS FOR DUMMIES and monthly columnist for Better Investing magazine.

Course Description: If you wish you could earn more from your writing or you’ve been feeling stuck in creative quicksand, the problem might not be your writing, but how you deal with money. Uncertainty or fear about your finances—regardless of your net worth—can shut down your creativity in unexpected ways.

This three-week online, interactive course will help you uncover the truth about your finances, tie up energy-draining financial loose ends, and learn simple, more effective ways to organize and manage your money. You’ll then use similar strategies to tie up your creative loose ends, prioritize your projects, and craft a reimagined vision for your writing career.

With help from written lessons, handouts, homework assignments, and personalized feedback and support from your instructor, you’ll finish the class with a clear picture of your current finances, new strategies for keeping your financial life organized going forward, and a plan for taking enthusiastic, dedicated action toward both your creative and financial goals.

When: a three-week period scheduled at your group’s convenience

Where:  in a private online forum (exact details to be decided by each group

Cost: $125 per student for the three-week class
Payment may be made by credit card through PayPal (2.9% PayPal fee will be added) or by check. This class should qualify as a tax-deductible business educational expense for any writer/creative professional, and receipts will be provided for this purpose.

Course Logistics: This course will take place in a private forum online. Lessons and exercises will be posted daily, and students can read/respond at any time.

To arrange a private class, please email  Angele (angelemcquadeauthor@gmail.com)  for detailed schedule, payment, and class enrollment information. There is an 18 student minimum and 35 student maximum for private classes. Payment must be made in full before the class begins and is non-refundable. All class lessons and materials will be sent by email to any student who registers but is later unable to participate.

Angele is also available to teach Cash & Creativity at your RWA, SCBWI, MWA, SinC, SFWA, ASJA, or other writing group event, or as part of your organization’s own online educational program. She also speaks to investment clubs, financial organizations, small businesses, and corporations, and at personal finance and other events with a version of her Cash & Creativity workshop focused on sparking new success in careers outside of writing.
Praise from some of 2016’s students:

“So different from the other classes, and because of that, so refreshing!!!”
“Very impressive talk. I enjoyed the class and learned a lot.”
“Thank you for engaging your audience with the simple exercises. Very thought-provoking!”
“Excellent format.”
“Very powerful words. Great info! Thank you!”

About the instructor: Angele McQuade is the author of two books about investing, including INVESTMENT CLUBS FOR DUMMIES, and has been a monthly columnist for Better Investing magazine for more than fifteen years. She’s taught Cash & Creativity and other classes about personal finance, writing, and creativity across the United States and in Berlin, Germany, and presented at both RWA’s and BINC’s national conferences in 2016.
Angele also writes novels for children and young adults, and is a member of SCBWI, RWA, WRW, YARWA, and the Authors Guild. She is represented by Jennifer Laughran of the Andrea Brown Literary Agency. You can find Angele online at www.angelemcquade.com and on Twitter at @angelemcquade.

It’s San Diego time, baby!

RWA2016

Tomorrow at noon, I’ll be hopping on Amtrak’s Surfliner and riding the rails down the coast to San Diego, where I’ll be attending the Romance Writers of America (RWA)’s annual national conference for the very first time.

On Wednesday, you can find me hanging out with my fellow young adult writers at YARWA’s Day of YA (check out this fabulous line up!). Thursday through Saturday, I’ll be keeping busy choosing from dozens of educational workshops taught by some truly amazing writers. And on Friday,  I’m beyond honored to be teaching a workshop of my own!

If you’ll be in San Diego, too, please come hear me present  Cash & Creativity: How Cleaning Up Your Finances Can Spark New Creative Success on Friday, July 15th at 11 am in Pacific Ballroom 14.

It probably goes without saying, but this California girl is fully way stoked to be back in her home state. See you in San Diego!