As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: "new year, new me!" To figure out what the new "you" is all about, sometimes it helps to reflect first on what you've done in the past and what you want to change moving forward.

Today, we'll talk about the financial decisions and habits you've maybe had in the past and what changes you can make this year to embrace the new you.

From overspending to understanding your net worth, John provides insights and real-life examples to help you rethink your financial strategies. Whether you're struggling with spending habits or unsure of your investments, this episode will help you change your money mindset in a positive way this year.

Here's some of what we discuss in this episode:

0:00 – Intro

1:57 – Overspending

6:49 – Reluctance to spend in retirement

10:05 – Take inventory of your portfolio

14:45 – Staying invested

20:24 – Planning

Get in touch:

Phone: 661-775-3704

Book an appointment with us: http://bookachatwithjohn.net

Get in touch with us: https://mearsmoney.com/

Watch the Podcast on YouTube: https://bit.ly/3PmcOPM