10 Easy Money Wins to Start the Year

EPISODE RESOURCESLife Insurance Needs QuestionnaireWhat Is Umbrella Insurance?Goals and Behaviors QuestionnaireTop Sites to Manage Your Finances10 Easy Financial Wins to Start Your New Year RightIn this episode of the New Money, New Problems podcast, we share 10 straightforward financial tips to kickstart 2026. Starting with automation, we explain the benefits of setting up automated transfers for savings and investments. We then cover the importance of things like reviewing and shopping for insurance, defining and structuring emergency funds, planning for financial surpluses and contingencies, scheduling that one financial task you've been putting off. Come hear these financial strategies that help establish better financial habits and achieve their financial goals.00:00 Introduction to Financial Wins02:14 Automate Your Finances06:07 Insurance Essentials09:28 Emergency Reserves Strategy11:17 Beneficiary and Estate Planning12:50 Eliminate Unnecessary Bills15:15 Transparent Financial Conversations18:13 Understanding Your Pay Stub20:05 Setting Financial Alerts23:03 Planning for Surpluses and Contingencies25:58 Taking Action on Financial Goals28:24 Conclusion and Next StepsSupport the show