71 - How to Prepare for the Year Ahead - podcast episode cover

71 - How to Prepare for the Year Ahead

Dec 25, 202218 minEp. 80
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Episode description

The start of a new year is a great time to set goals especially around your personal finances. By setting financial resolutions, you can move forward into the coming year with added security and stability. If you have overspent or strayed from your holiday budget, now is the time to get back on track. Licensed Insolvency Trustee, Mark Marshall, shares his experiences and talks about ways to set the course to improve your finances in the coming year. 

Mark also discusses:

  • Setting realistic goals
  • Tips for making your financial plan
  • Tracking expenses for an accurate assessment of your finances 
  • Short, medium and long term goals
  • Accountability challenges with your friends

Licensed Insolvency Trustees can help you take control of your finances. From simple budgeting techniques to insolvency filings, they are considered some of the best financial advisors in the country, licensed by the federal government of Canada. 

About Mark Marshall

Mark Marshall has been working in the insolvency field for 20 years. He received his Licensed Insolvency Trustee accreditation in 2012 and has also been an active board member with Music NB. He endeavors to give each client he meets advice on all of their available options so they can proceed with the knowledge they need to make an informed decision.  

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