Join hosts Nick Brown, Managing Partner, and Dale Shaw, CFP, as they ring in the new year with a lively and insightful discussion in this episode of The Balance Sheet.

In this episode, Nick and Dale reflect on the standout moments from 2024, from unexpected market twists to humorous trends that had everyone talking. They share personal anecdotes, professional lessons, and practical financial takeaways that made 2024 a year to remember.

Looking ahead, they explore what 2025 might hold for families, businesses, and investors. From emerging trends to simple financial habits, they’ll help you kick off the new year with confidence and optimism.