Description

In this episode of "Your Money Call', host Diane King Hall reflects on the financial year, sharing personal insights and lessons learned. She discusses the importance of budgeting, saving, and investing, while also addressing debt management and insurance considerations. As the year comes to a close, Diane emphasizes the need for preparation for 2025, encouraging listeners to assess their financial situations and set goals for the new year.

Takeaways

• The S&P 500 performed better than expected this year.

• Budgeting involves both offense (earning) and defense (spending).

• Pay off consumer debt as a priority in 2025.

• Investing is crucial for building wealth, not just saving.

Additional Notes:

*This podcast is for educational and informational purposes. The content is not intended to be a substitute for financial or legal advice from your own financial advisor, accountant or attorney.
* You can follow podcast host Diane King Hall @dianekinghall on all social channels.