If you’ve been wondering how to level up your finances in 2025, we’ve got you covered. Discover our top 10 strategies to help grow your wealth, including smart investment moves, must-know insurance tips, and how to recession-proof your finances without losing sleep. But it’s not just about numbers. We’ll talk about how mental health and money intersect, share some personal stories, and give you real-world advice you can use. If growing your wealth and simplifying your financial life are on your radar for 2025, this episode is a must-listen.

 

Key moments:

 

(04:17) Tracking your spending reveals the true story of your finances

(10:20) Protect your mental health by embracing where you are, without the pressure to be more

(16:50) Avoid costly tax mistakes by understanding cost basis

(23:43) Plan for the worst while appreciating the best (balancing gratitude with preparation)

(32:47) Understanding your finances is the first step to building a life with purpose and balance

 

 

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