Retirement Answer Man

Close Out the Year with Intention

10 snips
Dec 25, 2024
As we wrap up 2024, the importance of reflection takes center stage. Discover Tanya Nichols' year-end protocol to evaluate successes, failures, and lessons learned. Tune in for listener questions covering Roth contributions and mortgage strategies. Plus, get a glimpse of 2025 with themes of embracing the outdoors and setting intentional boundaries. Explore how personal interests in learning can shape financial decisions, all while cultivating gratitude and intention for the upcoming year.
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ADVICE

Year-End Reflection

  • Reflect on the past year to gain wisdom and identify life's seasons.
  • Use Tanya Nichols' year-end reflection worksheet as a guide.
ADVICE

Reflecting on Successes

  • Review your calendar or journal to jog your memory.
  • Divide your year into quadrants to better recall events.
ANECDOTE

Personal Successes

  • Roger Whitney considers purchasing a townhome in Colorado a personal success.
  • He also counts spending more time outdoors and nurturing friendships as wins.
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