DiscoverMoney Made SimpleMMS #39 | New Year, New Me? Your financial health check for 2025
MMS #39 | New Year, New Me? Your financial health check for 2025

MMS #39 | New Year, New Me? Your financial health check for 2025

Update: 2025-01-12
Share

Description

We're back, baby! Liv and Jennie kick off 2025 with a brand new podcast season, and an episode dedicated to making your 2025 as kick-ass as possible - both personally and financially. As we all shake off the cobwebs of 2024, they share insights on crafting New Year's resolutions that stick, and a bunch of strategies to help you manage your money better, both over the short and long-term. This episode covers:

  • Why it's important to reflect on your past year, both the wins and the challenges (of course, we bare all in sharing our own!)
  • How to set SMART goals in order to plan for financial success
  • Innovative ways to tweak your budget and savings strategies to align with your New Year’s resolutions
  • Your 2025 KiwiSaver check-in, with tips on optimising your retirement savings in a quick and easy way
  • Tips for setting up your emergency fund to be prepared for the unexpected
  • Some ways to put a bit of fun into goal-setting - it doesn't have to be all spreadsheets and retirement planning!

Resources Mentioned in this Episode:
- Money Talks: Discover a wealth of options for financial mentoring and support
- MoneyHub: Our fave educational site with a range of financial guides, tools and more
- Sorted.org: Retirement planning, goal-setting, budget templates, you name it!
- PocketSmith: A comprehensive platform to track your budget and forecast your finances.
- Simplicity Investment Funds: Explore a range of managed fund options for hands-off, simple investing.

Whether you’re planning to overhaul your budget, save for a big trip, or just get a bit more organised with your money, this episode could be your first step towards a financially fruitful 2025 (and beyond!).

---
Please help us share the good word (and make Kiwis richer and smarter with money) - the more we grow, the more good we can do %) Don't forget to follow, subscribe and rate the podcast if you found it useful!

Find us:
Instagram
Facebook
LinkedIn

Disclaimer: This podcast contains personal opinions and is intended to provide educational information only. It doesn't relate to your particular financial situation or goals and is not financial advice or recommendations. Simplicity New Zealand Limited is the issuer of the Simplicity KiwiSaver scheme and investment funds. For product disclosure statements please visit Simplicity's website simplicity. kiwi.

Comments 
In Channel
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

MMS #39 | New Year, New Me? Your financial health check for 2025

MMS #39 | New Year, New Me? Your financial health check for 2025

Simplicity