Episode 200: Setting Financial Resolutions and Goals for 2024

Women's Money Wisdom

In this episode, Co hosts Melissa Joy and Melissa Fradenburg kick off the new year with a lively discussion on how to set and achieve your financial resolutions for 2024. They emphasize the importance of taking a strategic approach to your financial planning and share practical tips to help you get organized and stay on track throughout the year. The Melissa's share actionable steps you can take to start the year on the right financial footing, including budgeting, automating savings, and optimizing interest rates on your savings accounts. They also remind listeners to consider their tax planning needs and the importance of early communication with tax professionals. Lastly, they share their own New Year's resolutions, from simplifying financial accounts to spending less time on screens, and invite listeners to help them stay accountable. Tune in to this episode to gain valuable insights and practical strategies for making 2024 a financially successful and fulfilling year.
Resources:

• Learn more about Melissa Joy, CFP ® and Pearl Planning.
• Listen to Episode 197: Understanding and Overcoming the Emotional Triggers of Overspending with Paige Pritchard
• View Important Numbers for 2024
• What Issues Should I Consider At The Start Of The Year 2024
• Register for our Winter 2024 Economic Update and Investment Outlook.
  
  

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

Chapters

1. Episode 200: Setting Financial Resolutions and Goals for 2024 (00:00:00)

2. Organizing Finances for the New Year (00:00:05)

3. Financial Resolutions for the New Year (00:09:48)

4. 2023 and 2024 Podcast Appreciation (00:17:09)