As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!”
To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you. Join Mike as he shares insights on managing accounts, consistent investing, and the importance of having a comprehensive financial plan.
Here’s what we discuss in this episode:
0:00 – Intro
1:20 – Overspending
3:29 – Saving to a fault
5:28 – Not knowing what you have
7:30 – Pausing your investing
9:47 – Not having a plan
Get your exclusive first chapter of Mike’s books: https://principalpreservationservices.com/books/
Check out our downloadable guides: https://principalpreservationservices.com/useful-financial-guides/
You can also watch Retirement Reality on Demand here: https://bit.ly/40VIByr
