Ep. 62: ‘Save More Money’ = Top New Year’s Resolution for 2025

Hello PFR Nation,

Welcome to the official kickstart of our show going weekly!  Yes, we switched the day of the week to Tuesday.  I will also be continuing the weekly “Fireside Chats” on YouTube, and those will be released weekly on Thursdays.  

For this episode, I wanted to chat with you all about a core financial planning topic that I haven’t discussed enough. BUDGETING.

For some of you, that may feel like a 4-letter-word.  For others, it’s music to your ears.  

I’ll highlight why tracking cash flow and having a budget will be the foundation to designing your retirement projections.

I’ll also explain 4 popular budgeting frameworks to get you started.

And finally, I’ll discuss a few things to be aware of and think through as you create your budget for retirement.  

I hope you find this one helpful!  And as always, please be sure to follow our show and give us that 5-star review if you find value in our content.  Thank you!

-Kevin

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This is for general education purposes only and should not be considered as tax, legal or investment advice.

Kevin Lao

I am the owner and lead financial planner @ IFS. We are an independent firm specializing in retirement planning. I also host The Planning for Retirement Podcast and can be found on YouTube, Spotify, Apple Podcasts and other streaming services. I live in Chattanooga, TN with my wife, three boys and two rescue pups. I love to travel, play golf and smoke (and eat) meats.