With 2024 winding down, it’s time for a financial reality check! How many times have you promised yourself to get your finances in order, only for those goals to fade by February? Not this time! In this video, I’m covering 9 crucial financial moves to make before the year ends. These steps will set you up for a successful 2025 and build long-term momentum.
I’ll walk you through:
Strengthening your cash reserves
Optimizing retirement contributions
Tracking your net worth and tackling debt
And much more!
If you're serious about achieving financial freedom, stick around—this is the year it all changes. Let’s make it happen together! 🚀
My link to Personal Capital from Empower: [ Ссылка ]
00:00-Introduction
01:25-Evaluate Your Cash Reserves and Emergency Savings
03:09-Optimize Your Employer’s Retirement Match
04:40-Review Your Net Worth and Prioritize Debt Repayment
05:50-Fully Fund Tax-Advantaged Accounts
07:30-Contribute the Maximum to Workplace Retirement Plans
09:40-Strive for a 25% Savings Rate
10:09- Consider Starting a Taxable Investment Account
11:10-Define Your Abundance Goals and Plan Future Investments
12:10-Plan for Year-End Charitable Contributions
Links Discussed in the Video:
Wealth Management...👇
★☆★Empower Personal Capital ★☆★👇
[ Ссылка ]
Emergency Fund👇
★☆★The Ultimate Emergency Fund ★☆★👇
[ Ссылка ]
#FinancialGoals #2025Planning #WealthBuilding #FinancialFreedom #InvestSmart #MoneyTips #FinancialSuccess #RetirementPlanning #DebtFreeJourney #SaveMore
Outstanding Personal Finance Tools👇
Budgeting...👇
★☆★ Rocket Money (originally called as TrueBill) ★☆★
[ Ссылка ]
Wealth Management...👇
★☆★Personal Capital ★☆★👇
[ Ссылка ]
Bookkeeping...👇
★☆★Gusto Bookkeeping★☆★👇
[ Ссылка ]
[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.
I provide financial planning for business owners and their families that makes sense.
Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.
We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy
➡️ ➡️Free Guide Here: [ Ссылка ]
Top Financial Advisor in Baltimore. Top Financial Planner in Maryland.
Do you watch Dave Ramsey, Robert Kiyosaki, Grant Cardone, Gary Vee, Graham Stephan, Meet Kevin, Ryan Scribner, Replace Your Mortgage, Project Life Mastery, Russel Brunson, Alex Becker, Tanner J Fox, Refusing to Settle, Dan Lok, Jeff Rose, Tai Lopez, Bigger Pockets, or Pat Flynn? Then you'll love our channel! Be sure to subscribe and I'll see you in the comments!
Affiliate Link Disclaimer: I only recommend products I would use myself and all opinions expressed here are our own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission. Read full privacy policy at celestialwm.com.
