Ep 5 - Setting yourself up for a wealthy 2025: Non-retired edition

from Playbook of the Wealthy · host Playbook of the Wealthy

In this episode of the Wealthy Podcast, hosts Dave Grant and Heather Townsend discuss strategies for setting up financial goals for 2025. They emphasize the importance of reviewing past accomplishments, setting clear income and net worth goals, and understanding tax implications for investment decisions.

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This episode is 36 minutes long.

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This episode was published on January 31, 2025.

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