Too many people leave money on the table simply by not optimizing their finances. In this episode, we discuss actionable ways to elevate your financial well-being in 2025,  from being mindful of where to keep your cash for the best returns to canceling unnecessary credit cards and consolidating retirement accounts for simplicity.  We also delve into the importance of having a clear student loan repayment plan,  optimizing retirement account contributions, adjusting tax withholdings, ensuring you have the right insurance, and the advantages of consolidating accounts from previous employers. Tune in for smart financial moves that will help you upgrade your financial life.

[00:09:04] Student Loan Confessions and Strategies
[00:16:20] Maximizing Your Cash and Credit Cards
[00:30:55] Understanding Private Student Loans and Refinancing
[00:34:10] Consolidating Retirement Accounts for Simplicity
[00:37:29] Maximizing Retirement Contributions
[00:39:42] Adjusting Tax Withholdings for Extra Income
[00:43:23] Reevaluating Insurance Needs
[00:47:46] Keeping Track of Business Expenses
[00:52:04] Updating Estate Planning
[00:53:24] Lisha’s Girl Scout Cookies and Brittne’s Safety Belts Travel Hacks

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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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