Episode 200: Setting Financial Resolutions and Goals for 2024

In this episode, Co hosts Melissa Joy and Melissa Fradenburg kick off the new year with a lively discussion on how to set and achieve your financial resolutions for 2024. They emphasize the importance of taking a strategic approach to your financial planning and share practical tips to help you get organized and stay on track throughout the year. The Melissa's share actionable steps you can take to start the year on the right financial footing, including budgeting, automating savings, and optimizing interest rates on your savings accounts. They also remind listeners to consider their tax planning needs and the importance of early communication with tax professionals. Lastly, they share their own New Year's resolutions, from simplifying financial accounts to spending less time on screens, and invite listeners to help them stay accountable. Tune in to this episode to gain valuable insights and practical strategies for making 2024 a financially successful and fulfilling year.Resources:Learn more about Melissa Joy, CFP ® and Pearl Planning.Listen to Episode 197: Understanding and Overcoming the Emotional Triggers of Overspending with Paige PritchardView Important Numbers for 2024What Issues Should I Consider At The Start Of The Year 2024Register for our Winter 2024 Economic Update and Investment Outlook. Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties wThe previous presentation by PEARL PLANNING was intended for general information purposes only.  No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https...