E48: New Year, New Goals: A Financial Recap

Send us Fan Mail🎉 HAPPY NEW YEAR’S EVE-EVE, WTF FAM! 🎉Welcome back to What The Finance Podcast, the one and only show that will truly make you say, “WTF?!” 💸 In episode 48, Tracie Lampson and Rahnie Sandhu are kicking off the New Year spirit with “New Year, New Goals: A Financial Recap” —a step-by-step guide to re-evaluating your financial strategy and setting yourself up for success in 2025.We’ll dive into practical ways to reflect on the past year—from financial wins and setbacks to retirement contributions and life changes. Are your retirement goals still aligned with your vision? 🤔 Learn how to fine-tune your budget, make catch-up contributions if you’re over 50, and rebalance your investment portfolio for a fresh start. 🌟Plus, we’ve got an exciting WWYD (What Would You Do?) segment where we discuss real-life retirement scenarios, like helping Lisa figure out her monthly spending and guiding Mike toward a stable financial future. We’ll also debate whether New Year’s resolutions are real goals or just fleeting promises. And don’t miss our 2025 predictions—from investing trends to personal finance tips. 📈✨Let’s make this year your best financial year yet! Hit play and don’t forget to like, comment, and subscribe for more WTF-worthy advice. 🎙️Support the show