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Explore the importance of establishing a financial self-care routine for overall well-being. Learn about aligning financial goals with personal aspirations, maximizing investment returns, monitoring financial health, and incorporating self-care practices into daily routines. Discover the connection between financial health and mental well-being while managing debts, exploring investing, taxes, and budgeting.
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- Establish yearly financial tasks like reviewing insurance plans and financial goals for a solid foundation.
- Practice daily reflection on purchase decisions and align spending habits with personal values for mindful spending.
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Yearly Financial Planning and Setting Goals
It is essential to have a yearly financial plan that includes tasks like paying taxes, checking insurance plans, setting financial goals, reviewing investment accounts, and maximizing work benefits. Getting free credit reports from credit bureaus annually is crucial. These tasks provide a solid financial foundation for the upcoming year.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode