If you've been wondering how to level up your finances in 2025, we've got you covered. Discover our top 10 strategies to help grow your wealth, including smart investment moves, must-know insurance tips, and how to recession-proof your finances without losing sleep. But it's not just about numbers. We'll talk about how mental health and money intersect, share some personal stories, and give you real-world advice you can use. If growing your wealth and simplifying your financial life are on your radar for 2025, this episode is a must-listen.

Key moments:

(04:17) Tracking your spending reveals the true story of your finances

(10:20) Protect your mental health by embracing where you are, without the pressure to be more

(16:50) Avoid costly tax mistakes by understanding cost basis

(23:43) Plan for the worst while appreciating the best (balancing gratitude with preparation)

(32:47) Understanding your finances is the first step to building a life with purpose and balance

Like the show? There are several ways you can help!

Follow on Apple Podcasts, Spotify or Amazon Music
Leave an honest review on Apple Podcasts
Subscribe to the newsletter

Feeling helpless when it comes to your student loans?

Try our free student loan calculator
Check out our refinancing bonuses we negotiated
Book your custom student loan plan
Get profession-specific financial planning

Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!

Ivory & (Ebony)

Completely Arbortrary

Bob Taylor's supply-chain intervention

The AI-powered Podcast Player