Looking back at the financial decisions you didn’t make in 2024, what could you do differently in 2025?

In today's conversation, the financial coaches delve into the importance of reevaluating missed opportunities and refining your financial strategy for 2025. With shifting market conditions, it’s time to ask yourself the tough questions: Should you pull money out of retirement accounts? Is infinite banking the right move for your future? They discuss the investor mindset necessary to overcome hesitation and seize opportunities that can significantly impact your financial trajectory.

If you're wondering how to make better financial choices this year or how to finally act on decisions you’ve been putting off, this episode is packed with insights to help you make impactful moves.

Top three things you will learn:

-Reevaluating missed opportunities

-Starting infinite banking in 2025

-Retirement planning

Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.

This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.

The hosts may have a financial interest in the programs or services mentioned in this episode.

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Round Table | What Changed in 2025: Re-Evaluating the Moves You Didn't Make Last Year

The Wealth Without Wall Street Podcast