The Ultimate Year End Money Checklist (2025 Edition)
The Personal Finance Podcast
Phase 4: Net Worth Reset and Goals
Andrew urges annual net worth tracking, analyzing asset/liability changes, and updating financial independence and goals.
Join the community built to help you master your money, stay accountable, and reach financial freedom. 👉 Join Master Money Academy $19 for the first month.
Get The Ultimate Year End Money Checklist here.
In this episode of The Personal Finance Podcast, reset your financial life in just 15 minutes with the ultimate year-end money checklist for 2025. Andrew breaks down 10 practical phases to save money instantly with quick wins, automate your money system, review spending and savings, update your net worth, optimize investments and retirement contributions, use tax strategies that reduce your bill, clean up credit and debt, audit insurance protection, update estate planning essentials, and set your money goals for next year.
Listen to The Business Show here.
Partner Deals
- Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance
- Get 50% Off Monarch Money, the all-in-one financial tool at www.monarch.com/PFP
- Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn’t affect your credit score. Get started at chime.com/
- DELL: Get a new Dell AI PC starting at $749.99, at Dell.com/ai-pc.
- Policy Genius: Go to policygenius.com to get your free life insurance quote.
- Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at shopify.com/pfp
- Wayfair: Shop outdoor furniture, grills, lawn games, and WAY more for WAY less
- DeleteMe: Go to https://joindeleteme.com/PFP20/ and Use Promo Code PFP for 20% off!
Resources Mentioned
- Get the Free Automate Your Money Checklist here https://courses.mastermoney.co/automate-your-money-checklist
- Empower (PC) https://fxo.co/FBdJ
Links of the Episodes Mentioned:
- How to Pay Off $10,000 in Credit Card Debt in Less Than 1 Year https://bit.ly/48rYfUK
- How to Protect Your Finances Online (Right Now!) https://bit.ly/48C3MsM
- The 6 Numbers You Must Know to Build Wealth (The Financial Scorecard) https://bit.ly/4inFIgM
- The Ultimate Guide to Becoming an Employer Match Millionaire (FREE MONEY) https://bit.ly/43SFEzI
- The 1-3-6 Method For Building & Managing Your Emergency Fund https://bit.ly/3XSWLOb
- How to Create a Bulletproof Wealth Protection Plan https://bit.ly/4pA4LQ3
Connect With Andrew on Social Media:
Learn more about your ad choices. Visit megaphone.fm/adchoices
The AI-powered Podcast Player
