New Year, New You?
New Year’s resolutions often fizzle out, but your financial goals don’t have to. In this episode, we explore actionable strategies to help you achieve your 2025 financial goals. From creating SMART goals and automating savings to pairing financial habits with existing routines to stay consistent through habit stacking, learn how you can set ambitious goals that truly align with your values. Plus, discover why accountability and adjusting your habits are game-changers for success. We also share our personal financial goals for 2025, including rental property investments, maximizing retirement accounts, and redeeming credit card points. Tune in to learn how to set goals you’ll actually stick to and make 2025 your most financially rewarding year yet!
[00:09:29] Missed investment opportunities and making mindful adjustments
[00:17:46] Setting effective, value-driven financial goals
[00:22:55] Connecting goals to core values lasting motivation
[00:23:24] Using the Five Whys to clarify your financial purpose
[00:25:27] Automating, staying accountable, and building appreciation
[00:27:17] Setting and achieving personal financial goals
[00:35:41] Anniversary trip to Portugal and cruise to the Bahamas
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🎉This episode is sponsored by PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing [email protected].
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