Setting Financial Planning Goals for 2025

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Today’s Smart Money Question:

As we close out 2024, we can look back on a good year highlighted by the transition to a new office. Hopefully you’ve also enjoyed a great past twelve months, but now it’s time to shift focus on smart financial planning for the year ahead. In this episode of the Smart Money Questions podcast, Matt shares actionable strategies to refine your budgeting, transition smoothly into retirement, and maximize tax efficiency.

He’ll also share real-life client experiences, highlighting the importance of understanding income sources, investment strategies, and overcoming the fear of transitioning into retirement. This show will help you mitigate financial anxiety and set the stage for a prosperous 2025. Let’s work to make next year your best financial year yet!

Here’s some of what we discuss in this episode:

✅ The importance of understanding your monthly expenses (necessities, lifestyle, and legacy goals).

💰 Planning for retirement income, including Social Security and pensions.

📊 Tax planning tips to optimize pre-tax and post-tax investments.

💳 Managing debt wisely and reviewing credit reports to ensure financial security.

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

 

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