The Ultimate Year End Money Checklist (2025 Edition)

The Personal Finance Podcast

Andrew Giancola

Entrepreneurship, Investing, Business

4.6 • 1.2K Ratings

🗓️ 1 December 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

Join the community built to help you master your money, stay accountable, and reach financial freedom. 👉 Join Master Money Academy $19 for the first month. Get The Ultimate Year End Money Checklist here. In this episode of The Personal Finance Podcast, reset your financial life in just 15 minutes with the ultimate year-end money checklist for 2025. Andrew breaks down 10 practical phases to save money instantly with quick wins, automate your money system, review spending and savings, update your net worth, optimize investments and retirement contributions, use tax strategies that reduce your bill, clean up credit and debt, audit insurance protection, update estate planning essentials, and set your money goals for next year. Listen to The Business Show here. Partner Deals Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Get 50% Off Monarch Money, the all-in-one financial tool at www.monarch.com/PFP Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn’t affect your credit score. Get started at chime.com/ DELL: Get a new Dell AI PC starting at $749.99, at Dell.com/ai-pc. Policy Genius: Go to policygenius.com to get your free life insurance quote. Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at shopify.com/pfp Wayfair: Shop outdoor furniture, grills, lawn games, and WAY more for WAY less DeleteMe: Go to https://joindeleteme.com/PFP20/ and Use Promo Code PFP for 20% off! Resources Mentioned Empower (PC) Get the Free Automate Your Money Checklist here. Links of the Episodes Mentioned: How to Pay Off $10,000 in Credit Card Debt in Less Than 1 Year https://bit.ly/48rYfUK How to Protect Your Finances Online (Right Now!) https://bit.ly/48C3MsM The 6 Numbers You Must Know to Build Wealth (The Financial Scorecard) https://bit.ly/4inFIgM The Ultimate Guide to Becoming an Employer Match Millionaire (FREE MONEY) https://bit.ly/43SFEzI The 1-3-6 Method For Building & Managing Your Emergency Fund https://bit.ly/3XSWLOb How to Create a Bulletproof Wealth Protection Plan https://bit.ly/4pA4LQ3 Connect With Andrew on Social Media: Instagram TikTok Twitter Master Money Website Master Money Youtube Channel Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Think about cheese.
0:21.6	Make your thoughts cheesier. Now add 100% chicken breast fillet, Chipopla sauce and ameta cheese melt. And it's giving the new cheesy chicken stack at McDonald's. Did we mention it's cheesy. Cheese. Available until the 4th of Jan, 2026 from 11am. Price and participation may vary. Subjects availability. Hey, subjects availability Hey Harry Hello mate Got any tips for the football
0:22.7	Your best bet is to head over to bet Victor
0:24.6	They're giving new customers
0:26.2	A terrific welcome offer
0:27.5	If you bet a minimum of 10 pound
0:29.4	They'll give you 30 pound in free bets
0:31.4	Full, that's a steel of a deal
0:33.2	It's a good darn deal
0:34.3	That'll make your squirrel for real
0:35.8	Neil
0:36.6	My name's not Neil.
0:38.2	I know, but it rhymes.
0:40.1	Listen to Harry and make your best bet on the football at BetVictor.
0:43.5	18 plus opt in and bet on any football marketing at odds of evens or greater no, cash out seven-day expiry terms and conditions apply at gamblerware.org.
0:50.0	On this episode of the Personal Finance podcast, it is a yearly tradition, the 2025 edition of the
0:57.4	Year in Money Checklist.
0:58.9	You don't want to miss this one.
1:06.7	Now, today we're going to be diving into the ultimate year-end money checklist.
1:10.7	And I want you guys to know, there's a lot of year-end things that people talk about. You should do this with your finances. You should do that with your finances. Here's seven things you need to do before the end of the year. No, now I'm not doing that. This is the ultimate year-end money checklist. I'm going to give you everything you need to be doing in order to make sure you are on track with your financial goals.
1:29.0	What a lot of people do is by the end of the year, they start to take their foot off the gas a little bit.
1:33.3	But you as a wealth builder, I don't want you to do that whatsoever.
	...

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