91: Financial Resolutions - podcast episode cover

91: Financial Resolutions

Jan 02, 202333 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Most Americans make New Year’s resolutions and 40% are financial goals. Today, Kiersten and Julien discuss three categories of financial activities to meet your goals: organization, protection, and conversations. 

They share tips for creating a system to get organized, including: automating savings, updating budgeting apps, and evaluating debt payment. In the new year, look at ensuring your data and accounts are secure and protect yourself against income volatility. And aim to stop avoiding awkward conversations with loved ones about finances. If you’re not into resolutions, think of this as a time to reprioritize and recalibrate your financial goals. Happy new year! 

Mentions:

Learn more at richandregular.com, purchase Cashing Out: Win the Wealth Game by Walking Away by Kiersten and Julien Saunders and follow on Instagram @richandregular. 

Support rich & REGULAR by sharing and rating us five stars on Apple Podcasts.

See omnystudio.com/listener for privacy information.

Connect with Julien and Kiersten on our website, Instagram, Twitter, and YouTube.

Join our email list
to get updates from us, opportunities for discounts, freebies and a quick rundown on the relevant financial and career news impacting your life.

Get our book Cashing Out: Win the Wealth Game by Walking Away, named 2023 best overall book about investing by Business Insider and one of the best personal finance books by Forbes

If you would like to learn more about investing, check out our newest class, Making Money Grow

For the best experience, listen in Metacast app for iOS or Android