Setting Financial Planning Goals for 2025

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.

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.

 

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