MMS #39 | New Year, New Me? Your financial health check for 2025

13/01/2025 19 min Temporada 2 Episodio 39
MMS #39 | New Year, New Me? Your financial health check for 2025

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Episode Synopsis

We're back, baby! Liv and Jennie kick off 2025 with a brand new podcast season, and an episode dedicated to making your 2025 as kick-ass as possible - both personally and financially. As we all shake off the cobwebs of 2024, they share insights on crafting New Year's resolutions that stick, and a bunch of strategies to help you manage your money better, both over the short and long-term. This episode covers:Why it's important to reflect on your past year, both the wins and the challenges (of course, we bare all in sharing our own!)How to set SMART goals in order to plan for financial successInnovative ways to tweak your budget and savings strategies to align with your New Year’s resolutionsYour 2025 KiwiSaver check-in, with tips on optimising your retirement savings in a quick and easy wayTips for setting up your emergency fund to be prepared for the unexpectedSome ways to put a bit of fun into goal-setting - it doesn't have to be all spreadsheets and retirement planning!Resources Mentioned in this Episode:- Money Talks: Discover a wealth of options for financial mentoring and support- MoneyHub: Our fave educational site with a range of financial guides, tools and more- Sorted.org: Retirement planning, goal-setting, budget templates, you name it!- PocketSmith: A comprehensive platform to track your budget and forecast your finances.- Simplicity Investment Funds: Explore a range of managed fund options for hands-off, simple investing.Whether you’re planning to overhaul your budget, save for a big trip, or just get a bit more organised with your money, this episode could be your first step towards a financially fruitful 2025 (and beyond!).---Please help us share the good word (and make Kiwis richer and smarter with money) - the more we grow, the more good we can do %) Don't forget to follow, subscribe and rate the podcast if you found it useful!Find us: InstagramFacebookLinkedInDisclaimer: This podcast contains personal opinions and is intended to provide educational information only. It doesn't relate to your particular financial situation or goals and is not financial advice or recommendations. Simplicity New Zealand Limited is the issuer of the Simplicity KiwiSaver scheme and investment funds. For product disclosure statements please visit Simplicity's website simplicity. kiwi.

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