The new year can be the perfect time to reflect and set new goals personally, professionally, and financially. But between work, family, the holidays, and everything in between, we know you may have a lot on your plate. That's why we'll cover a 5-step tune up that can help you cross items off your financial to-do list and refresh your money mindset.
o 00:00 Introductions
o 01.06 How do we get into the right money mindset?
o 04:57 Basic steps to take for a financial tune-up
o 05:49 How to do a general inventory on all your accounts
o 13:06 How to set your money goals for 2025
o 16:30 What to do if approaching retirement and you don’t feel like have enough money
o 19:50 How to consolidate different investment accounts
o 21:32 Should I pay down debt or invest for the future?
o 22:16 How to make your money work harder for you
o 25:49 Types of Managed Accounts
o 28:10 How to handle market volatility?
o 30:07 The importance of professional help
o 33:26 What is the difference between financial planning vs. investment management
o 35:31 How to plan for tax season
o 38:00 Wrap up
Questions? Drop them below 👇 and we’ll reply right in the comments.
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5-Step Tune-Up For A Fresh Money Mindset | Fidelity Investments For Country: United States. City: Amarillo, Anchorage, Dayton, Grand Rapids, Jackson
