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Are you ready to start 2025 with a financial game plan tailored just for you?
Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, dives into the top five financial planning to-dos for kicking off 2025 on the right foot – whether you're fresh out of college or gearing towards retirement. She explores why automating your finances can save you more than just time, shares tips on how to ensure every dollar counts, and discusses the importance of checking in with your credit and estate plans. Plus, Abbey reveals how minor adjustments today can lead to major lifestyle upgrades tomorrow. This is a must-listen for anyone ready to take ownership of their financial journey!
Key discussion points include:
- Automate your savings and bill payments to reduce stress and stay on track [03:48]
- Don't leave money on the table—learn how to maximize your 401k and other benefits [08:16]
- Review and rebalance your investments for long-term success [12:56]
- Check your credit report for errors and opportunities to improve [16:50]
Related: Breaking Free from Corporate: Kimberly Napier’s Guide to Reinvention