Jan 19, 2024
Welcome to the
Proactive Women podcast, where financial wisdom meets empowerment.
I'm your host, Joyce Palmer, from JP Financial Group, guiding you
through smart, safe, and simple financial decisions. In today's
episode, we're putting a pause on the holiday hustle and diving
into proactive strategies for year-end financial planning and
retirement readiness.
Episode Highlights:
- Year-End Financial Checkup: Just like an annual physical or a car tune-up, it's time for a financial checkup. Join us as we review and organize financial goals, assess spending habits, and consider last-minute tax planning tips. A strong financial start in the new year begins with a thorough year-end review.
- Holiday Spending Without Breaking the Bank: Learn the art of setting a budget, prioritizing spending, and finding thoughtful, budget-friendly gifts. It's not about how much you spend; it's about the thought. Avoid financial stress during the joyous season with practical tips.
- Retirement Planning for Women: Ladies, never pull from your retirement accounts for holiday spending. Explore unique financial challenges women face in retirement planning, and discover the importance of maximizing saving opportunities and early planning for a secure financial future.
- Investment Strategies for Next Year: Tune in to our upcoming season featuring Chaz, our registered investment advisor. Chaz will share valuable investment tips, including why most people are allocating their 401(k) plans all wrong. Get ready to maximize market ups and downs.
- Financial Resilience and Setting Goals: Smart goal setting is the key to financial success. Learn about building financial resilience, having an emergency fund, and setting realistic goals. It's about creating a financial blueprint for a financially empowered future.
Joyce Palmer welcomes
your questions and thoughts. If you're a proactive women listener
without a trusted financial resource, schedule a 20-minute "Ask Me
Anything" call. Reach out at 804-811-354 or find the direct link
below. No obligation, no cost, and no judgment.
As we wrap up this episode, I'm Joyce Palmer, signing off. Happy holidays, and here's to a financially empowered New Year. Subscribe, share, and leave a review if you found these insights valuable.