Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

New Year’s Resolutions – Better Yet Goals for Financial Success In 2024


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Each year, about two-thirds of Americans plan on making a financial-related New Year’s resolution for the year ahead, with just over 80% of them bailing on that resolution before January ends.  Don’t bail on your financial resolution! 

Join us on this episode of Retire Smarter as Tyler Emrick, CFA®, CFP®, gives easy and actionable suggestions for what financial goals should be a part of your financial New Year’s resolution to overcome the odds and put yourself in a better financial situation in 2024.

 

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

  • Personal finances can be overwhelming, which is why so many people make it a priority to start the year.
  • Start with getting a handle on where your money is going.
  • Why it’s important to revisit your investment strategy.
  • Don’t overlook the housekeeping items that sometimes get forgotten.
  • Identify where you want to go and then build goals that help you achieve that.
  •  

    Have questions?

    Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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    Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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