The Ultimate Year End Money Checklist (2025 Edition)
The Personal Finance Podcast
Phase 9: Estate Planning and Essential Documents
Andrew recommends updating wills, power of attorney, guardianship, a dead binder, and digital access instructions.
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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.
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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:
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