Cashology by FNBO

No Spend Months

Episode Notes

In this Cashology Podcast, Justin welcomes back Elyse Lyons, also known as The Savvy Sagittarius, to discuss the empowering concept of "No Spend Months." Elyse shares her unique approach to these financial challenges and discusses how no-spend months have not only boosted her savings but also enriched her life by encouraging more meaningful engagements with family and friends. Throughout the episode, Elyse provides practical tips for preparing and succeeding in no-spend challenges, such as closely examining past spending habits and making bulk purchases to cut down on non-essential expenses. This episode is packed with insights on turning financial limitations into opportunities for growth, making it a must-listen for anyone looking to take control of their spending and enhance their financial wellness.

Listen here and follow @CashologybyFNBO® on YouTube for more!

Episode Transcription

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You're listening to the Cashology Podcast

by FNBO,

 

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a place dedicated to helping you

become more financially savvy every day.

 

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It's a little like school,

but your only homework is living your best

 

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financial life.

 

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I'm your host,

Justin, and class is now in session.

 

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Welcome back to the Cashology Podcast,

a place where we dive

 

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deep into personal finance

 

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to bring you actionable insights

and real life wisdom.  

 

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Today we're lucky to be joined again

by Savvy Sagittarius, aka

 

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the inspiring Elyse Lyons.

 

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She is known to her tens of thousands

of followers as the Queen of the No

 

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Spend month, something that will be diving

into more on today's episode.

 

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Elyse, welcome back!

 

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Thank you so much for joining us again.

- Thank you so much for having me.

 

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Yes, before we get

 

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into it,

do you just want to give us, a little bit

 

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about yourself for those listeners

who might not be familiar with you?

 

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Yeah, like you said, my name is Elyse.

 

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I run the Savvy Sagittarius Instagram

and TikTok, website,

 

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and it all kind of started

because I was 22  and to pay off

 

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all my debt and kind of didn't have anyone

who was doing the same thing.

 

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So I started sharing my journey

and it led me to where I am now.

 

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Very cool. Wonderful.

 

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Well, today's episode is all about, the

No Spend Month.

 

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So many, including me, are intrigued

by the idea of no spend month.

 

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What exactly does this mean to you and

what impact has it had on you financially?

 

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I personally have maybe a little bit

of a different take on No Spend Months.

 

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But to

 

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me the No Spend Month is only buying gas,

only buying groceries, paying your bills,

 

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and then putting all of that extra money

that you might have after that

 

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and throwing it towards a financial goal.

 

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And so I think a lot of people come from,

 

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No Spend Month

as like a month of deprivation

 

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and a month of like,

I don't get to do anything.

 

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And it's such a like, poor me.

 

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Sad like, month.

 

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But for me, it's really a chance

of, like, changing my mindset

 

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and saying, like,

what can I use that I've already paid for?

 

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I have a closet, full board games.

 

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I have a basket full of craft supplies,

like what can I do?

 

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And how can I use those like public free

resources like parks and libraries

 

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to take the like,

take advantage of my time

 

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and really enjoy it

without spending money?

 

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Oh that's wonderful.

 

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So it's

 

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I like that creativity and like countering

deprivation with creativity and using,  

 

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- Yeah,  

- Yeah I really like that.

 

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So it seems, no spend months

go beyond simply just saving money.

 

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Can you talk a little bit about the deeper

personal shifts this challenge promotes?

 

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Yes, there's

I think it's so much deeper than this.

 

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Like, I don't get to spend money.

 

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It is, you know, how can I spend quality

 

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time with my friends

without going to drinks and dinner?

 

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Can I invite them over?

 

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Can I can I flex that hospitality muscle

a little bit more and invite them over?

 

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They can invite me over.

 

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Back to, like, the board games

and the hanging out.

 

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And just, like, really

 

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being a lot more mindful about what

I want to spend my money on.

 

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I think in tracking my

no spend months over the last few years,

 

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I have really said, like,

I really love spending money on

 

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going to do like, activities versus like,

I'm always going to dinner with friends

 

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or takeout is a big thing that every time

I get takeout, I feel guilty.

 

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And I feel frustrated

because it was usually not in the plan.

 

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- Yeah.  

-  And it's usually that like something went wrong.

 

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Something, you know,

 

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happened.

 

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And then I got takeout because I just

didn't want to deal with it.

 

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And so it created more of that,

mindful of like,

 

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hey, if I don't get takeout tonight,

 

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maybe I can do, like an activity

or something that I enjoy a lot more

 

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and use that money in a way that I'm not

going to feel guilty about it.

 

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I'm not going to feel bad,

like I'm going to enjoy that time.

 

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Yeah, absolutely.

 

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And, you know,

 

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kind of like what you were saying

in the beginning there,

 

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with my group of friends, we do

a, sometimes a weekly, sometimes it's

 

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biweekly.

We do, like, just a get together.

 

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So sometimes we do go out, right?

 

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And we'll, like, get takeout,

but then sometimes we'll stay the night,

 

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so we'll go to somebody's house,

and then we make dinner, like, as a group

 

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and then do, like a friend,  

like a fun, let's critique

 

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like the meal,

what we could have done differently.

 

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I love that.

 

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Yeah, I like that creativity and kind of

just being more thoughtful about like,

 

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what you're doing.

So I think that's great.

 

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So for those inspired

to take on this challenge,

 

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what are the critical steps

in preparing for a no spend month?

 

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I think one of the things that you can do

first is to kind of look

 

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at those last 30 days of spending.

 

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This is something that I,

 

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I talk about over and over and over again

because I think it's so critical.

 

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But look at those last 30 days

of what you've spent money on

 

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and see what's going to trip you up,

 

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see if you're stopping at the gas station

to get an energy drink.

 

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It's almost never just an energy drink.

 

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You're getting that slice of pizza,

that bag of chips, that whatever.

 

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So it's never just the energy drink.

 

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But if you can buy the energy drinks in

 

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bulk from, like, Sam's Club

or Amazon, Costco or whatever,

 

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then you have that like ability

to, like, cut out

 

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even the extra spending

that you're spending at the gas station,

 

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or if you're always getting takeout

on Wednesday night

 

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because your kid has soccer,

then maybe you're making a bunch

 

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of peanut butter and jellies for the car

so at least you could make it home.

 

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And you're not planning that three course

meal for Wednesday night after soccer.

 

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When  everyone is starving,

 

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you're you know, you're planning

the chicken nuggets in the air fryer

 

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the second you get home.

 

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And so just really looking at

where your spending is and creating a plan

 

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ahead of time to figure out, like,

how can, I how can I negate that spending.

 

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Got it.

 

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So is that,

if I take that and kind of, you know,

 

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reviewing last

 

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month and kind of getting a feel,

do you like and that you just like,

 

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is that the your introduction

to building a budget of?

 

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- Absolutely.  

 

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- Got it.  

 

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- Yes,  

 

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That is, all of my clients

when I'm working with them,

 

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that's the first place to start,

because I think

 

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that we're spending a lot more on things

that we don't even realize.

 

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So I was just talking about this

on my TikTok, and I was saying that, like,

 

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our brain can process

the like big grocery trips, the 50,

 

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the $100, the $200 our brain

like recognizes that we did those.

 

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Our brain is usually not like,

oh yeah, but I also had that $5 trip

 

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and that $10 trip and that, like,

we're not adding those up.

 

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And so when we sit down

with our last 30 days of spending,

 

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we can see like,

this is actually what I spent

 

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and where do I start

and where do I go from there?

 

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I think it's really important because,

 

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one of the things that always sneaks up on

me and I think it's like one of the best

 

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and worst things that we're ever invented

was automatic payments

 

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of those $5 subscriptions of

I don't even know how many videos

 

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streaming platforms

I was enrolled in one month.

 

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I was like 20 of them.

 

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And I'm like, I only use Netflix.

 

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So like, why am I paying?

 

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And right, they just.

 

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Those Apple subscriptions.

 

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- Right?  

- So I do think, yeah, reviewing

 

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last 30 days

and actually seeing it because for me.

 

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Oh, nope. Out of sight out of mind.

 

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Because you know I'm not physically

swiping the card kind of thing.

 

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Absolutely.

 

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So coming back to the no spend month,

do you have any tips

 

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for staying motivated and on track

during a no spend month?

 

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I have, tracker freebie on my website

that I hang in my kitchen,

 

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so I will like color in the different days

based on like what I spent.

 

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So like it's green for no spending,

purple for,

 

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like only essentials

and then pink for extras,

 

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But so I can see I've been tracking it in

my spending like that

 

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for the last two years,

 

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and so I can see all my habits of like

how I've spent money.

 

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But I do also have a free Facebook group

 

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where we share our wins,

share our struggle, share the like.

 

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I really just want to get coffee

and I have to drive all the way across

 

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town and people are like, you can do it

like, kind of that cheering you on.

 

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And even just like, I have a friend who

we will do a no spend challenge together

 

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and so we'll text each other like,

I'm not doing this, I'm not doing that.

 

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-Oh that's fun little,

 

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Yeah.

 

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What is it?  

-That accountability is just so good.

 

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So I know that you're a mom.

 

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Which makes me wonder,

 

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can families, you no spend months

as a learning opportunity?

 

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I have a three year old.

 

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And so I will say that my,

my motherhood has been,

 

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short so far.

 

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So I can't speak for teenagers.

 

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However, I do think that with kids, it

 

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kind of does create this, like mindful

spending conversation.

 

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I read a statistic

a while back that kids develop

 

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their spending habits

around the age of seven.

 

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And so having that conversation, I'm like,

hey, we're not going to spend

 

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money this month

and what are we going to do instead?

 

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And getting them involved in

 

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we're going to go to the park

 

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you know, a bunch of times. We're going to

 

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maybe use

the membership to the zoo that we pay for.

 

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And we like,

never say we have time for it.

 

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We're going to make time

to do those things.

 

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I think that framing it in a way

that like, we have so many things,

 

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like last night, we set up an air mattress

in the living room

 

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and had popcorn and watched a movie,

and it was free.

 

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And and I think that it does

require a little bit more effort.

 

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It requires a little bit more creativity.

 

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But I don't think, I don't think that

parenting requires a bunch of spending.

 

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I think that our kids want quality

time over that spending.

 

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And this challenge

really highlights that to me.

 

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You know, I don't have kids yet.

 

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But I think that's so true.

 

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It's it's really the time spent together.

 

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Probably because I can even think back

your statistic of seven. Now  

 

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I'm just like remembering the time

I would spend with my mom,

 

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helping balance a checkbook or  

- I love that

 

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- or like when we would go shopping of like,

it is ingrained in me today.

 

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Nope, it's not on the list.

 

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So we should have before

we left the house, right?

 

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We should have put it on the list.

 

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Not on the list. Doesn't go in the cart.

 

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And so yeah, those habits

kind of build at a young age.

 

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And yeah, I just think back to those

and those are like fun memories.

 

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I don't know, it's like a

it's makes me think of my mom. So,

 

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when was

your last, you no spend month?

 

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I am currently in a no spend month

for the month of March.

 

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So it has been,

 

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the weather is like been nice

and then cold and then nice.

 

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And so it's

been a different challenge of like,

 

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okay, we're up in the winter

like no spend mindset,

 

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but also in the spring of going outside

and just using the outside as our free.

 

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so it's definitely been an interesting

like middle.  

 

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- Sure

 

214

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Yeah.

 

215

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So obviously

weather can play an impact on how,

 

216

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you No Spend Month works

maybe gets a little bit difficult

 

217

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when it's nice out, but

when it's like raining or snowing, like

 

218

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we could get any day in Nebraska,

it's a little bit easier.

 

219

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So has there been anything else,

you know, besides weather,

 

220

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that you found yourself

reflecting on after,

 

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well, I guess continuing as you're

going through your, you No Spend Month?

 

222

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I think one of the big things that I've,

I've really been paying attention

 

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to lately is how our friendships impact

our spending and just,

 

224

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just the that like conversation of,

 

225

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like, hey, I don't want to spend money

today.

 

226

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So, like, what can we do instead? And,

 

227

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it can be a

 

228

00:11:44,570 --> 00:11:47,573

very tough conversation

to set that boundary with friends.

 

229

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but I have had some friends who are like,

yes, let's find all the free things.

 

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Let's do all the free things. And,

 

231

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so that has been a fun, like relationship

building, quality time building.

 

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Like we had game night on Saturday night.

 

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We have had so much fun with it.

 

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But there's also other people in my life

who are like, let's go out,

 

235

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let's go do this.

 

236

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And I'm like, hey, like I'm in a

no spend month.

 

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Like I'm I'm just not going to do that

this month.

 

238

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But I'll put it in the budget

for next month. Yeah.

 

239

00:12:14,900 --> 00:12:18,404

and yeah, so those like relationships

with other people

 

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definitely,

have a huge impact on our spending.

 

241

00:12:22,041 --> 00:12:25,044

And I don't think that

that's an conversation enough.

 

242

00:12:25,044 --> 00:12:27,980

Yeah. So I kind of want to drill into that

a little bit.

 

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00:12:27,980 --> 00:12:30,649

You I just said that to that, so corporate

 

244

00:12:31,650 --> 00:12:34,286

but so like my friend groups, we're

 

245

00:12:34,286 --> 00:12:38,090

very like vocal or like, it's

very normal for us to talk about like,

 

246

00:12:38,624 --> 00:12:41,560

oh, I don't know,

that's like an expensive place to go or.

 

247

00:12:41,560 --> 00:12:42,228

No, I don't think

 

248

00:12:42,228 --> 00:12:45,664

we can do that trip to that location

because it's super expensive.

 

249

00:12:45,965 --> 00:12:49,101

So like, how do you like,

what do you recommend for people for like

 

250

00:12:49,401 --> 00:12:52,004

getting into like those conversations

or being open?

 

251

00:12:52,004 --> 00:12:56,342

Because sometimes I feel like, personal

finance is still like a taboo, right?

 

252

00:12:56,342 --> 00:12:57,943

Like I can't like, you're not.

 

253

00:12:57,943 --> 00:13:00,212

Right? Politics,

religion, personal finance.

 

254

00:13:00,212 --> 00:13:01,914

So things you can't talk

with people about.

 

255

00:13:01,914 --> 00:13:02,982

Absolutely.

 

256

00:13:02,982 --> 00:13:06,685

I like I know this a little bit beyond

no spend month, but kind of recommend

 

257

00:13:07,019 --> 00:13:10,322

having those conversations with friends

because yeah, they are like

 

258

00:13:10,322 --> 00:13:14,026

a really big part of our lives

and they can impact spending so much.

 

259

00:13:14,193 --> 00:13:18,697

I, I think that it depends

on your degree of friendship as well.

 

260

00:13:18,697 --> 00:13:21,901

And like kind of

their financial situation too.

 

261

00:13:22,501 --> 00:13:26,472

So there's a lot of different,

you know, different factors into this.

 

262

00:13:27,239 --> 00:13:29,809

but I would say that

just being kind of honest

 

263

00:13:29,809 --> 00:13:32,845

and saying like, hey,

I am working on some money goals.

 

264

00:13:32,845 --> 00:13:35,548

I, I want to pay

off debt so I can do this.

 

265

00:13:36,515 --> 00:13:37,983

and, you know, I don't want

 

266

00:13:37,983 --> 00:13:41,253

to spend as much,

but also just having that conversation of,

 

267

00:13:42,388 --> 00:13:46,192

and like when you have that conversation,

recognizing that,

 

268

00:13:46,992 --> 00:13:51,063

you might be met with resistance,

people are going to feel uncomfortable

 

269

00:13:51,063 --> 00:13:54,900

when you are making changes

if they are currently not.

 

270

00:13:55,301 --> 00:13:59,839

and so having like having that mindset

when you go into the conversation

 

271

00:13:59,839 --> 00:14:03,943

that it might not be met

with unicorns and rainbows.

 

272

00:14:03,943 --> 00:14:05,845

- Everybody's on their own journey.

 

273

00:14:05,845 --> 00:14:10,583

- Yes. And and you, you cannot change

someone else's money habits.

 

274

00:14:10,583 --> 00:14:13,586

Like they have to be ready

to change their own money habits.

 

275

00:14:13,953 --> 00:14:17,990

One of the big things that I talk about

a lot is like knowing why you want this.

 

276

00:14:17,990 --> 00:14:21,026

So for me, my why is that

 

277

00:14:21,026 --> 00:14:24,363

when my kid or if my kid has kids,

 

278

00:14:24,663 --> 00:14:28,200

I want to be able to be like

nanny grandma.

 

279

00:14:28,200 --> 00:14:29,134

- Yeah.

 

280

00:14:29,134 --> 00:14:33,739

And so like that's the far future

of, like, all of these little actions

 

281

00:14:33,739 --> 00:14:38,711

that I'm taking today are impacting

that circumstance in the future.

 

282

00:14:39,144 --> 00:14:42,181

And so knowing that is really digging

 

283

00:14:42,181 --> 00:14:45,951

into the why

and like the motivation as some, it helps

 

284

00:14:47,019 --> 00:14:49,221

kind of like make those boundaries easier.

 

285

00:14:49,221 --> 00:14:49,421

- Yeah.

 

286

00:14:49,421 --> 00:14:53,792

Of like saying like no I'm not willing

to give up my nanny grandma

 

287

00:14:53,792 --> 00:14:57,930

time in the future

for this random takeout on a Friday night.

 

288

00:14:57,930 --> 00:15:01,600

Like, okay,

so let's say somebody listening so far,

 

289

00:15:02,201 --> 00:15:03,869

likes what they're hearing.

 

290

00:15:03,869 --> 00:15:08,374

but they aren't quite ready to commit

to an entire month of no spending.

 

291

00:15:08,574 --> 00:15:10,709

What do you say to those people?

 

292

00:15:10,709 --> 00:15:13,412

I always suggest starting with a week.

 

293

00:15:13,412 --> 00:15:15,814

If you, if you're like,

I don't know if I can do

 

294

00:15:15,814 --> 00:15:19,218

a whole month, start

with, like, a Monday through Sunday.

 

295

00:15:19,618 --> 00:15:23,188

And also just start

with tracking your habits

 

296

00:15:23,188 --> 00:15:26,759

for a month

to see where you currently are.

 

297

00:15:27,693 --> 00:15:32,064

I think that simply just tracking

your habits, you kind of get into that.

 

298

00:15:32,264 --> 00:15:36,669

The gamification of like, I want to color

it green and I want to not spend money.

 

299

00:15:36,669 --> 00:15:36,936

Yeah.

 

300

00:15:36,936 --> 00:15:40,472

And so it kind of creates

that little like, I always joke

 

301

00:15:40,472 --> 00:15:43,709

like the dopamine of coloring it green and

 

302

00:15:44,777 --> 00:15:47,780

so being able to just like, say like, hey,

maybe,

 

303

00:15:48,113 --> 00:15:51,350

I'm not going to be able

to not spend money other than essentials

 

304

00:15:51,350 --> 00:15:56,188

this whole month, but being able to say,

like, I can have 15 days

 

305

00:15:56,188 --> 00:15:59,391

where I don't spend any money or

I can have a certain, you know, 20 days.

 

306

00:15:59,391 --> 00:15:59,725

Yeah.

 

307

00:15:59,725 --> 00:16:05,164

And giving yourself those,

those exceptions and also remembering

 

308

00:16:05,264 --> 00:16:08,801

that every single month

is going to have a reason to spend money.

 

309

00:16:08,801 --> 00:16:09,234

Sure.

 

310

00:16:09,234 --> 00:16:10,970

Like every month has a holiday

 

311

00:16:10,970 --> 00:16:14,273

or a birthday

or a wedding or a baby shower or whatever.

 

312

00:16:14,540 --> 00:16:19,378

And so just going into the first

of the month with a budget for that thing

 

313

00:16:19,712 --> 00:16:24,483

and a plan on how you're going to

maybe take it as an advantage

 

314

00:16:24,883 --> 00:16:28,921

to like or is an opportunity

to, hey, it's going to be easier.

 

315

00:16:28,921 --> 00:16:30,723

How can we do Easter on a budget?  

- Yeah.

 

316

00:16:30,723 --> 00:16:36,328

How can we, be a little bit

more creative or thrifty with what we do?

 

317

00:16:36,829 --> 00:16:39,398

instead of just running to target

and filling up the cart

 

318

00:16:39,398 --> 00:16:42,501

with all the Easter stuff,

maybe we can thrift some items

 

319

00:16:42,501 --> 00:16:45,871

or we can,

you know, get a big toy or whatever.

 

320

00:16:45,871 --> 00:16:47,072

We can make something.

 

321

00:16:48,040 --> 00:16:48,874

And back to just that,

 

322

00:16:48,874 --> 00:16:52,878

like quality time of like for kids,

it is more about the quality time

 

323

00:16:52,878 --> 00:16:55,914

of like the traditions,

like dying the Easter eggs or whatever.

 

324

00:16:56,749 --> 00:17:01,420

and so I think that just going into it

 

325

00:17:01,420 --> 00:17:05,124

with an open mind and saying, like,

let's just see how this goes.

 

326

00:17:05,157 --> 00:17:08,093

- Sure. I love that. Well,

thank you so much, Elyes.

 

327

00:17:08,093 --> 00:17:09,428

But before we get out of here,

 

328

00:17:09,428 --> 00:17:12,431

do you have anything

you'd like to tell the audience about?

 

329

00:17:12,598 --> 00:17:16,235

Like any upcoming projects

where they can find you online, etc.?

 

330

00:17:16,802 --> 00:17:21,774

I am going to be hosting a No Spend April

in my Facebook group,

 

331

00:17:21,774 --> 00:17:25,778

so I don't know when this podcast

will release, but if you hear it

 

332

00:17:25,778 --> 00:17:27,279

and you want to jump in the middle of it,

 

333

00:17:28,580 --> 00:17:32,251

go ahead

and I will be sharing it on my socials

 

334

00:17:32,251 --> 00:17:35,254

and in my free no Spend Facebook group.

 

335

00:17:36,221 --> 00:17:39,691

and all of that information is in my link

in my bio.

 

336

00:17:39,825 --> 00:17:40,859

Perfect and wonderful.

 

337

00:17:40,859 --> 00:17:43,362

We'll make sure we get those links as well

in the show notes.

 

338

00:17:43,362 --> 00:17:45,130

Again,

thank you so much, Elyse, for joining us.

 

339

00:17:45,130 --> 00:17:45,931

Thank you.

 

340

00:17:45,931 --> 00:17:46,465

To connect

 

341

00:17:46,465 --> 00:17:50,269

with Savvy Sagittarius and dive deeper

into her financial wellness insights.

 

342

00:17:50,436 --> 00:17:53,305

You can find her on Instagram and TikTok

 

343

00:17:53,305 --> 00:17:56,208

at The Savvy Sagittarius.

 

344

00:17:56,208 --> 00:17:59,611

For more resources,

check out FNBO.com or subscribe

 

345

00:17:59,611 --> 00:18:02,581

to us on YouTube

or on your favorite podcast platform.

 

346

00:18:02,581 --> 00:18:06,118

Consider giving us a rating and a review

as they help us get the word out.

 

347

00:18:06,118 --> 00:18:10,055

And remember, our discussions are designed

to inform and inspire.

 

348

00:18:10,255 --> 00:18:13,492

For personalized advice,

we always recommend consulting

 

349

00:18:13,492 --> 00:18:14,927

a financial professional.

 

350

00:18:14,927 --> 00:18:18,130

Until next time, keep on making smart

financial choices

 

351

00:18:18,130 --> 00:18:21,133

and thanks for listening to The Cashology

Podcast.

 

352

00:18:21,200 --> 00:18:24,803

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00:18:25,003 --> 00:18:27,906

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00:18:27,906 --> 00:18:30,008

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00:18:30,008 --> 00:18:32,845

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00:18:32,845 --> 00:18:35,347

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00:18:50,929 --> 00:18:54,032

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364

00:18:54,933 --> 00:18:58,270

Wow, you're killing it, Justin! I know.