5 Steps to Get Your Finances Right in the New Year - podcast episode cover

5 Steps to Get Your Finances Right in the New Year

Jan 04, 202335 minEp. 185
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Episode description

Scott and James discuss how 5 things to start the new year right with your finances.

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Planning Points Discussed

  • Utilizing Time Efficiently
  • Capital Appreciation
  • Purchasing Power
  • Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:30 - We're on YouTube HERE!

6:17 - Financial Goals

11:15 - Priorities in Money

24:46 - Individual Choices

30:46 - Customization is Key

33:00 - Aligning Your Financial Goals

LET'S CONNECT!

James

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Scott

Facebook Twitter Website

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