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10 Easy Money Wins to Start the Year

10 Easy Money Wins to Start the Year

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EPISODE RESOURCES

Life Insurance Needs Questionnaire

What Is Umbrella Insurance?

Goals and Behaviors Questionnaire

Top Sites to Manage Your Finances


10 Easy Financial Wins to Start Your New Year Right

In this episode of the New Money, New Problems podcast, we share 10 straightforward financial tips to kickstart 2026. Starting with automation, we explain the benefits of setting up automated transfers for savings and investments. We then cover the importance of things like reviewing and shopping for insurance, defining and structuring emergency funds, planning for financial surpluses and contingencies, scheduling that one financial task you've been putting off.

Come hear these financial strategies that help establish better financial habits and achieve their financial goals.

00:00 Introduction to Financial Wins
02:14 Automate Your Finances
06:07 Insurance Essentials
09:28 Emergency Reserves Strategy
11:17 Beneficiary and Estate Planning
12:50 Eliminate Unnecessary Bills
15:15 Transparent Financial Conversations
18:13 Understanding Your Pay Stub
20:05 Setting Financial Alerts
23:03 Planning for Surpluses and Contingencies
25:58 Taking Action on Financial Goals
28:24 Conclusion and Next Steps

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