POM050: 10 Actions to Prep Your Finances and Business for the New Year


Many people make resolutions or goals concerning their finances at the beginning of the year. Usually, those goals aim to save more money, reduce debt, and invest or build wealth. However, the majority of people do not achieve those goals.


In this episode, I will be going through 10 actions that you should do to set yourself up for financial success in the upcoming year. You can take the remaining time you have and prepare your personal and business finances for success. And no it’s not only all about your tax strategy.


Resources Mentioned:

Resources Disclaimer: Some of the links posted below are affiliate links. This means if you find a resource useful, I get a kickback for sharing. I would never recommend anything to you that I wouldn’t use myself or wouldn’t recommend to my own family.

WISE Money Challenge – 30 days of tips to save and earn more money

Personal Finance End of the Year Checklist

Business End of the Year Checklist

Episode 23: End of the Year Activities for Personal Finance & Business

Gas Buddy – lowest gas prices and gas discounts

ibotta – discounts and cash back on food groceries

Ebates – discounts and cash back


Thanks for listening:

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