Happy New Year: Here’s a 2026 Financial Planning Checklist

from Timberchase Financial Wealth Brief · host Bryan Hancock, MBA, CFP®

Are you looking to improve your financial plan? The sooner the better when it comes to achieving what you want. In this short video, we walk through a planning checklist where you can choose one thing to improve your financial life. Links:2026 Financial Planning ChecklistCharitable Giving Strategies for 2025 and Beyond Cash Freedom ModelDo I Need a Financial Planner?If you need a second opinion, contact us here About Timberchase Financial Wealth BriefOne smart money idea in five-ish minutes. A calm, intentional take on financial planning for families managing meaningful wealth.

Episode metadata supplied by the publisher feed · Published Jan 12, 2026

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Happy New Year: Here’s a 2026 Financial Planning Checklist

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This episode was published on January 12, 2026.

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