Ramp Up to Retirement
Master Your Retirement: Monthly Financial Planning Tips for 2025
Key Takeaways
- Setting achievable financial goals for January
- Organizing for tax season in February
- Tracking your net worth in March
- Navigating tax time and IRA contributions in April
- Reviewing and managing debt in May
- Evaluating automatic payments and investments in June
- Refreshing your budget in July
- Making crucial financial adjustments in August
- Portfolio examination in September
- Health insurance analysis in October
- Exploring employer benefits in November
- Ensuring proper liability and insurance coverage in December
Show Notes
What does a financially healthy year look like month by month?
In this episode, Dan Reese unpacks a whole year’s worth of strategic financial tips to help you navigate 2025 with confidence. From setting clear goals in January to analyzing your health insurance in October, Dan walks you through a manageable monthly game plan for boosting your financial well-being. Whether you’re tackling taxes or reevaluating your subscriptions, there’s a practical step for everyone looking to build a solid financial future.
Resources
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About the Podcast
You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful!
As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.