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069: End the Year Right! Must-Do Financial Steps Before 2025
Ready to make 2025 your most financially successful year yet? In this episode, The FI Guys walk you through a comprehensive year-end financial checklist packed with actionable steps to close out the year with confidence.
We cover essential topics, including:
✅ Financial reviews to assess where you stand
✅ Budgeting strategies for better money management
✅ Retirement planning to secure your future
✅ Tax planning tips to maximize savings
✅ Charitable contributions that make a difference
✅ Insurance reviews to protect what matters most
✅ Debt management strategies to gain financial freedom
✅ Goal setting to create a roadmap for success
The hosts emphasize the importance of intentional financial decisions and share practical advice to help you achieve financial independence and design a future you’re excited about.
🎯 Whether you’re preparing for tax season, optimizing your retirement savings, or simply aiming for a stress-free start to the new year, this episode is your go-to guide.
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
Monzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below. We'll do our best to respond to each one.
⏰ Timecodes ⏰
00:00 Introduction and Year-End Reflections
01:49 Financial Review and Planning
11:46 Setting Financial Goals for 2025
21:39 Retirement and Health Considerations
29:46 Understanding HSAs and FSAs
38:47 Maximizing Year-End Bonuses
43:52 Charitable Contributions and Community Service
48:51 Insurance Reviews and Updates
50:23 Financial Safety Nets and Emergency Funds
57:12 Debt Management and Legacy Planning
01:02:33 Action Steps for the New Year
#financialadvice #yearendreview #financialindependence
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/
View all episodes
By The FI GuysReady to make 2025 your most financially successful year yet? In this episode, The FI Guys walk you through a comprehensive year-end financial checklist packed with actionable steps to close out the year with confidence.
We cover essential topics, including:
✅ Financial reviews to assess where you stand
✅ Budgeting strategies for better money management
✅ Retirement planning to secure your future
✅ Tax planning tips to maximize savings
✅ Charitable contributions that make a difference
✅ Insurance reviews to protect what matters most
✅ Debt management strategies to gain financial freedom
✅ Goal setting to create a roadmap for success
The hosts emphasize the importance of intentional financial decisions and share practical advice to help you achieve financial independence and design a future you’re excited about.
🎯 Whether you’re preparing for tax season, optimizing your retirement savings, or simply aiming for a stress-free start to the new year, this episode is your go-to guide.
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
Monzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below. We'll do our best to respond to each one.
⏰ Timecodes ⏰
00:00 Introduction and Year-End Reflections
01:49 Financial Review and Planning
11:46 Setting Financial Goals for 2025
21:39 Retirement and Health Considerations
29:46 Understanding HSAs and FSAs
38:47 Maximizing Year-End Bonuses
43:52 Charitable Contributions and Community Service
48:51 Insurance Reviews and Updates
50:23 Financial Safety Nets and Emergency Funds
57:12 Debt Management and Legacy Planning
01:02:33 Action Steps for the New Year
#financialadvice #yearendreview #financialindependence
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/