With the New Year comes New Year’s resolutions. While exercising more or eating better are common goals for folks as they try and start fresh in January, having a financial reset is a common resolution as well.
We've got some financial changes that'll help youout and some new mindsets and mentalities that'll put you in theright direction as you go through the new year. So don't worry ifyou failed on some of the resolutions you’ve already made in 2025. We'vegot a few that can give you a second shot on today's show.
Frank will share insights on budgeting, investment timing, and the importance of knowing your assets to help you align your financial goals for a prosperous year ahead.
Here’s what we discuss in this episode:
0:00 – Intro
2:30 – Living within your means
6:36 – Knowing that it’s okay to spend when you have the means to do so
9:10 – Having a good understanding of what you have and where it is
11:07 – The dangers of pausing investments
12:41 – Getting your financial plan
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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