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.

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Data Sources: Capital Group, RIMES, Standard & Poor's.