Episode 20: Planning for the New Year

We kick off the new year by sharing financial New Year resolution tips on creating consistent habits for saving, spending, budgeting, paying down debt, and assessing investments.
Run Time: 31:59

The beginning of a new year provides us with an opportunity to reflect on the past and set goals for the future. In this episode, we discuss creating consistent financial habits that will set you up to successfully reach your financial goals in 2023 and beyond. Curio Wealth Advisors Jim Kantowski and Jake Sadler start the year off with some financial New Year resolution tips on saving, spending, budgeting, paying down debt, and assessing investments.

youtube Video Player

Other Podcasts You Might Like

subscribe to our newsletter

Chart Your Financial Course

Ready to transform your financial journey? Schedule a meeting with us today so we can help guide you on the path to a more secure and prosperous financial future.