New Year’s Resolutions – Better Yet Goals for Financial Success In 2024

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Each year, about two-thirds of Americans plan on making a financial-related New Year’s resolution for the year ahead, with just over 80% of them bailing on that resolution before January ends. Don’t bail on your financial resolution!

Join us on this episode of Retire Smarter as Tyler Emrick, CFA®, CFP®, gives easy and actionable suggestions for what financial goals should be a part of your financial New Year’s resolution to overcome the odds and put yourself in a better financial situation in 2024.

Here’s some of what we discuss in this episode:

• Personal finances can be overwhelming, which is why so many people make it a priority to start the year.
• Start with getting a handle on where your money is going.
• Why it’s important to revisit your investment strategy.
• Don’t overlook the housekeeping items that sometimes get forgotten.
• Identify where you want to go and then build goals that help you achieve that.

Have questions?

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