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069FF: The Best Year-End Financial Checklist | Struggling with a Car Loan? Here’s How to Fix It
How to Master Year-End Financial Planning
In this episode, we dive into the essentials of year-end financial planning, offering practical tips on reviewing budgets, understanding taxes, and setting SMART financial goals for the new year. They explore the deeper connections between personal growth, financial habits, and the narratives we tell ourselves, discussing the archetypes of hero, victim, and villain in life’s journey.
You’ll gain valuable insights into:
✅ Budgeting tips for a smoother financial journey.
✅ How to tackle tax planning effectively before the year ends.
✅ The role of perspective in achieving happiness and emotional well-being.
✅ Practical advice on insurance, estate planning, and managing high-interest car loans.
We also share stories about navigating financial stress, learning from mistakes, and celebrating small wins. From debt management to overcoming the challenges of societal comparisons, this conversation is packed with wisdom to help you build a fulfilling, stress-free life.
🔔 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
02:59 Reviewing Your Financial Checklist
06:07 Understanding Taxes and Withholdings
08:56 Setting SMART Goals for 2025
12:11 The Importance of Perspective and Happiness
20:51 Self-Reflection and Personal Growth
28:36 Embracing Your Inner Hero
32:32 Financial Planning for the Future
35:58 Emergency Funds and Debt Management
40:10 Accountability in Personal Finance
54:52 Viewer Mailbag
01:09:10 Wins of the Week
#yearendreview #financialplanning #personalfinancetips
~~~~~~~
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 GuysHow to Master Year-End Financial Planning
In this episode, we dive into the essentials of year-end financial planning, offering practical tips on reviewing budgets, understanding taxes, and setting SMART financial goals for the new year. They explore the deeper connections between personal growth, financial habits, and the narratives we tell ourselves, discussing the archetypes of hero, victim, and villain in life’s journey.
You’ll gain valuable insights into:
✅ Budgeting tips for a smoother financial journey.
✅ How to tackle tax planning effectively before the year ends.
✅ The role of perspective in achieving happiness and emotional well-being.
✅ Practical advice on insurance, estate planning, and managing high-interest car loans.
We also share stories about navigating financial stress, learning from mistakes, and celebrating small wins. From debt management to overcoming the challenges of societal comparisons, this conversation is packed with wisdom to help you build a fulfilling, stress-free life.
🔔 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
02:59 Reviewing Your Financial Checklist
06:07 Understanding Taxes and Withholdings
08:56 Setting SMART Goals for 2025
12:11 The Importance of Perspective and Happiness
20:51 Self-Reflection and Personal Growth
28:36 Embracing Your Inner Hero
32:32 Financial Planning for the Future
35:58 Emergency Funds and Debt Management
40:10 Accountability in Personal Finance
54:52 Viewer Mailbag
01:09:10 Wins of the Week
#yearendreview #financialplanning #personalfinancetips
~~~~~~~
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/