Kickstart Your Financial Year (Ep.33)

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January 7, 2025 • 31 mins

Ready to turn last year’s lessons into this year’s victories?

Jack Burnette and Alison Castellano explore actionable steps to kickstart 2025 on the right financial foot. Dive into their insightful discussion on goal setting, financial planning, and learning from past spending patterns. Whether cutting unnecessary subscriptions or rebalancing your investment portfolio, this episode offers practical insights to bolster your financial wellness for the new year.

Jack and Alison discuss:

Reflecting on 2024 to improve your financial health
Monthly spending audits and making changes together
The importance of manageable subscriptions
Setting achievable short-term and long-term goals
Mindful budgeting and prioritizing experiences
Reviewing and updating insurance and estate plans
Investment strategies and consolidating finances
And more

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Kickstart Your Financial Year (Ep.33)