Jan 30 2025 15 mins
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 you out, and some new mindsets and mentalities that'll put you in the right direction as you go through the new year. So don't worry if you failed on some of the resolutions you’ve already made in 2025. We've got a few that can give you a second shot on today's show.
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 potential risks of pausing investments
12:41 – Getting your financial plan
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time