Navigating Short-Term Investments and Retirement Planning

Join Mike and James as they break down the fundamental, actionable steps to creating a solid financial plan for the year ahead.

In this webinar, they cover:

-Setting goals that align with your values -Budgeting effectively and managing debt -Making smart investment decisions -Protecting and growing your wealth -Staying accountable with regular financial reviews Whether you’re aiming to buy your first home, grow your investments, or gain better control of your finances, this webinar is packed with practical advice to help you turn your 2025 financial goals into reality.

This episode is proudly sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partners Life⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.