New Year, Smart Goals: Planning Your Finances for 2026

About this episode

The hosts discuss their financial goals and strategies for the new year, providing practical advice for listeners.

On this episode of the Retire While You Work® Podcast, Jeri Anne, Myles, and Carson kick off the new year by sharing their financial goals and priorities for the year ahead. They walk through their personal “ins” and “outs,” offering a practical look at how they set goals, track progress, and stay accountable throughout the year.If you’re using the New Year as a reset for your finances, this episode offers real-world ideas you can apply to your own planning. Tune in, and don’t hesitate to reach out if you’d like help reviewing or refining your financial goals for the year ahead.

People in this episode

Hosts: Jeri Anne, Myles, Carson

Topics covered

• financial goals
• goal setting
• accountability
• financial planning

Keywords

• New Year
• 2026
• financial priorities
• tracking progress

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