In this episode of the How to Win Podcast, hosts Kyrk Davis and Rick Gregory, joined by special guest Dana, discuss goal setting for the new year, particularly focusing on financial and personal development. They revisit Dana's transition from a racehorse rehab manager to her current role and explore the importance of tracking spending and saving for the future. With inputs from personal experiences, such as Kyrk’s interest in golf and Dana’s budgeting strategies after buying a house, they emphasize the balance between enjoying life and achieving financial security. They highlight starting small with goals, maintaining consistent saving habits, and requesting help if needed from financial planners.

Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.