Ep. 7: Financial New Year's Resolutions

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2+ y ago 23:06

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We Need to talk about your financial New Year's resolutions.

Along with going to the gym more, eating healthier, and losing weight, saving money is one of the top resolutions Brits have for 2022*.

With this in mind, Erica and Rob sat down to discuss financial New Year's resolutions and the what the best approaches are for whipping your finances into shape this year.

During their conversation, they cover what you should have in place before you start investing, how to define goals and stay on track with your strategy, how to make the most of tax-efficient savings, and how to re-appraise your portfolio. If you're looking to focus on your finances this year, this episode is for you.

Episode References:

Rob's recent article: 'New Year, fitter finances
Webinar: Your essential tax year end checklist, March 9, 2022

If you enjoyed the episode, you might like to check out our Learning Centre YouTube series. Each lesson covers a new investment topic, helping you to understand the basics, bust the jargon, and break down the barriers to investing.

Investing involves risk.

*Source: [YouGov] https://yougov.co.uk/topics/lifestyle/articles-reports/2021/12/29/what-new-years-resolutions-are-people-setting-2022

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