A New Year’s Financial Reset (Ep 41)

Welcome to "Your Life and Money," where we believe financial planning isn’t just about numbers—it’s about living a life aligned with your values.

In this kickoff episode for 2025, Brad Smith and Tim Borody reflect on key financial lessons and look ahead to trends, opportunities, and challenges that might shape your year.

In this episode, we’ll cover:

• Why the start of a new year is a great time to reevaluate your financial goals.
• Insights on navigating market volatility and avoiding “recency bias.”
• A look at lifestyle planning: What it means and why it matters more than ever.
• Tools and strategies to align your financial plan with your personal values and priorities.
• The five core uses of money—and how to balance them for today and tomorrow.

Discover practical advice, thoughtful strategies, and actionable tips to help you make 2025 a year of purpose and progress.

Have questions or thoughts? We’d love to hear from you! Reach out to us and share your feedback as we explore what it takes to build a truly life-centered financial plan.

Don’t miss this episode—it’s time to reset, refocus, and take charge of your financial future.