Kickstart Your 2025 Financial Plan: New Year Checklist!

Welcome to 2025! In this episode of The Roth Guy, Jude and Marc kick off the new year with an essential financial checklist to help you start the year on the right foot. They discuss strategies to stay proactive, avoid costly mistakes, and make the most of your financial planning opportunities. With insights on everything from reviewing your investment portfolios to navigating the latest contribution limit updates, they’ll help you stay ahead of the curve. Happy New Year!   Here’s some of what we discuss in this episode: 0:00 – Intro 1:03 – Recap of last year’s market performance 2:45 – Proactive financial planning for 2025 5:04 – Investment portfolios and tax efficiency 7:41 – New Year contribution limits and savings opportunities 10:10 – Balancing retirement contributions and tax deductions 12:10 – HSAs and their benefits 13:19 – Insurance and estate planning reviews 14:25 – Creating a financial action plan for 2025   Important Tax Numbers 2025 PDF https://thetaxbomb.com/wp-content/uploads/2025/01/Important-Tax-Numbers-2025.pdf   Connect: Website: https://centrusfs.com/podcast/   Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/ Read our Disclosure: https://docs.google.com/document/d/129gq1ZKnyIXyA6-vyWXMg5oCH4mx0S44/edit?usp=sharing&ouid=118442068585128500668&rtpof=true&sd=true