Wealth Minded MD

Create your 2025 Financial Plan


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As we are still starting the year, it's the perfect time to plan, set goals, make adjustments, and set the tone for a successful 2025. In this episode, we’re diving into actionable strategies to create a rock-solid financial plan as we guide you through reflecting on 2024, learning from past experiences, and using those lessons to build a solid foundation for the year ahead. From updating your budget and automating savings to building an emergency fund and tackling debt, we’ll walk you through each step to help you stay on track. Plus, discover ways to stay motivated while paying off debt, the value of regular financial check-ins, and how self-care ties into achieving your goals. Tune in now to start building the future you deserve! 

[00:02:06] Reflecting on 2024’s Financial Performance
[00:12:58] How to Set Clear Financial Goals for 2025
[00:24:27] Reassessing Your Budget and Expenses for 2025
[00:27:10] Building and Replenishing Your Emergency Fund
[00:29:57] Optimizing Debt Repayment Strategies
[00:36:16] Staying Consistent with Regular Financial Check-ins
[00:40:27] Brittne Plans a Trip to Greece with Her Husband, While Lisha Invests in Self-Care Products

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🎉This episode is sponsored by  PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing [email protected].



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Wishing you a fantastic week ahead and happy wealth building!

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Wealth Minded MDBy Drs. Lisha Taylor and Brittne Halford

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