How To Get Your Financial Life Together in 2025
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.6 • 2.8K Ratings
🗓️ 24 January 2025
⏱️ 36 minutes
🧾️ Download transcript
Summary
We know that Americans everywhere are feeling financially squeezed. People are continuing to feel the impact of increased living costs and inflation, even though rates have returned to normal
So as we get 2025 underway, it would make sense that people are looking for practical ways to get their financial lives in order.
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Transcript
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| 0:00.0 | How to get your financial life in order in 2025. |
| 0:08.0 | Brian, I am so excited to talk about this because this is a wonderful time to be thinking about, okay, what are the things that I need to do to make sure that my financial life is in fact in order |
| 0:21.8 | because we know factually there are a lot of people who do not have their financial lives |
| 0:27.4 | in order. We know that in actuality, according to the Fidelity 2025 resolution study, |
| 0:34.5 | they found that more than one third of Americans, one out of three, actually |
| 0:38.5 | live paycheck to paycheck, meaning if that next paycheck does not come in, their financial |
| 0:43.0 | life goes off the rails. |
| 0:44.0 | Well, I know a lot of you are feeling squeezed, and the world hasn't been doing you |
| 0:48.0 | any favors with all the inflation and the housing market running away from people. |
| 0:53.6 | But this can be the year. |
| 0:54.9 | I want people to realize I get excited because 2025, whenever we cross into a brand new year, |
| 1:00.0 | there's a reason everybody has New Year's resolutions is because you're realizing you have an optimism |
| 1:04.5 | that this is going to be the year that it sticks and you can do better. |
| 1:09.5 | And we're going to be there. |
| 1:10.3 | We're going to help you through the struggles because we're going to give you the stats and tell can do better. And we're going to be there. We're going to help you through |
| 1:11.1 | the struggles because we're going to give you the stats and tell you where inflation's at and other |
| 1:15.6 | things. But then you can't control that, but you can start making better decisions, making the |
| 1:20.5 | good habits as easy as possible, the bad habits that much harder and actually build the financial |
| 1:25.4 | life that you've dreamed about to have your great big, |
| 1:28.3 | beautiful tomorrow. And if you are someone where finances is going to be, or finances are going to |
| 1:33.6 | be a priority for you in 2025, you're not alone. Fidelity did a study asking respondents, |
| 1:39.4 | hey, what are your New Year's resolutions? What are the things that you are thinking about |
... |
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