Creating Financial Goals in the New Year and Year End Planning

On this week's episode of the Retire While You Work® podcast, Carson, David, and Myles dive into year-end planning and setting financial goals for the new year. Whether you're a business owner or simply looking to refresh your goals, this episode offers valuable insights to kickstart your planning.
📗Chapters:
0:00-0:31 Intro
0:31-3:50 Reflecting on Past Goals
3:51-4:50 Looking ahead to new goals and big-picture planning
4:51-6:00 Reviewing investment accounts from past year
6:01-7:35 Discussing Bonuses and Rewarding Yourself
7:36-10:08 Looking back at past budget, spending and subscriptions
10:09-12:30 Planning out your new year of budgeting
12:31-13:00 Adding in Goals for New Year of Budgeting
13:01-14:41 Understanding Income for the Next Year and Averaging Expenses
14:42-15:40 Expect the Unexpected in Budgeting
15:41-16:57 Work Toward Spending Less of Certain Things
16:58-18:47 Meeting with your advisor
18:48-19:12 Annual Reminders
19:13-19:58 Celebrate Yourself and Another Year
19:59-21:20 Charity Contributions by the End of the Year
21:21-22:32 Ending
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📍About Adams Wealth Partners
Adams Wealth Partners is a Nashville-based financial advisors who specialize in wealth and retirement plans that provide you with the most important currency: time. Time to do the things you want with the people you love. Time not worrying about how you’re going to pay for retirement. Time enjoying life. Our professional team of wealth advisors are here to help make sure that planning for your financial future is time well spent.
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🎙About Retire While You Work Podcast
The Retire While You Work® Podcast is all about empowering you with financial literacy, from retirement planning and personal finance to estate planning and beyond. Coined from David Adams book, "The Currency of Time", the podcast focuses on the principle that you CAN retire while you work and create opportunities to spend time with the ones you love while also keeping a strong financial standing. Catch the latest episode every Friday, featuring financial planners Carson and Myles, and sometimes special guests like David Adams or Jeri Anne Agee.