Ep 5 - Setting yourself up for a wealthy 2025: Non-retired edition

31/01/2025 36 min Temporada 1 Episodio 5

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Episode Synopsis

In this episode of the Wealthy Podcast, hosts Dave Grant and Heather Townsend discuss strategies for setting up financial goals for 2025. They emphasize the importance of reviewing past accomplishments, setting clear income and net worth goals, and understanding tax implications for investment decisions.