Episode 32: Set yourself up for the new year with TravelerCharly

Financial Progress Podcast

Keywords

financial progress, money coaching, retirement accounts, HSAs, financial planning, budgeting, investing, emotional wealth, year-end goals

Summary

In this episode of Financial Progress, hosts Chrissy and Jess welcome money coach Charly, who shares insights from their financial journey and the emotional aspects of wealth building. Charly discusses the importance of year-end financial planning, the benefits of HSAs, and strategies for maximizing retirement accounts. The conversation emphasizes the need for financial boundaries during the holiday season and simplifies investment strategies for listeners. Charly's energetic approach and personal anecdotes make financial topics accessible and relatable.

Takeaways

• Financial progress is not just about numbers; it's emotional.
• Meal delivery services can save time and reduce stress.
• Understanding HSAs can provide significant tax benefits.
• Year-end is a crucial time for financial planning.
• Maxing out retirement accounts should be a priority.
• Investing doesn't have to be complicated; focus on the basics.
• Setting financial boundaries during holidays is essential.
• Asking for help with finances is okay and necessary.
• Don't rely on social media for financial advice.
• Working with a coach can simplify your financial journey.

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