New Year Financial Planning Checklist

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New Year Financial Planning Checklist

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About this listen

As you kick off 2026, this episode provides a comprehensive New Year Financial Planning Checklist to ensure your foundation is rock-solid for the year ahead. We break down the most impactful moves you can make right now, from rebalancing your investment portfolio to auditing your recurring subscriptions and debt strategy. Join us as we move beyond vague resolutions and provide the concrete actions you need to achieve financial clarity and confidence this year.

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