Make the most of your 401k with this checklist

Do you hate budgeting too?

2 financial educators and coaches who DON'T love budgeting?? It's true. Listen to learn step by step how you too can ditch your budget and build wealth on auto-pilot! Find your missing 401(k) - Registry of Unclaimed Benefits [https://unclaimedretirementbenefits.com/] Book a call HERE [https://calendly.com/holisticpersonalfinance/coffee-chat] with Genevieve @holistic.personal.finance Book a call HERE [https://calendly.com/wealthwithtess/moneyconfident?back=1&month=2025-02] with Tess @wealthwithtess 🤓 Be a smarter investor in 5 minutes (promise)! Enhance your investing knowledge by understanding 26 most common & confusing financial terms in plain English HERE [https://www.holisticpersonal.finance/investing-terms]! Follow Tess [https://www.instagram.com/wealthwithtess/] and Gen [https://www.instagram.com/holistic.personal.finance/] on Instagram & DM us any questions you have! Leave us a 5⭐️ Review & share this episode with a friend! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.

How you can STILL save on 2024 taxes!

If tax day is looming large in your calendar, listen to today's episode to learn 3 key tasks to check off before April 15th. IRS FREE FILE LINK [https://www.irs.gov/filing/irs-free-file-do-your-taxes-for-free] Enhance your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE [https://www.holisticpersonal.finance/investing-terms]! Follow Tess [https://www.instagram.com/wealthwithtess/] and Gen [https://www.instagram.com/holistic.personal.finance/] on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.

🚨 Emergency Podcast Alert: Is the Market About to Tank? 🚨

Deep breaths. In this episode, we break down: ✔️ Why the stock market has mood swings (but always recovers) ✔️ The actual control presidents have over the economy (hint: not as much as the news makes you think) ✔️ The one rule of investing that protects you from uncertainty (diversification, baby!) ✔️ When it does make sense to save more and invest less (hot take alert!) We had a few other episodes planned for our 2025 comeback, but we pushed this one up to the list becuase of the feedback we got from students, clients & friends. We hope this helps you hit pause on the panic button, and if not, please reach out. We're here for you fam! Becoming a more educated investor, can help you become a calm investor ➡️ Increase your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE [https://www.holisticpersonal.finance/investing-terms]! Follow Tess [https://www.instagram.com/wealthwithtess/] and Gen [https://www.instagram.com/holistic.personal.finance/] on Instagram & DM us any questions you have! Leave us a 5⭐️ Review & share this episode with a friend! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.

3 Ways the Trump Presidency Could Impact Your Financial Plan

Enhance your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE [https://www.holisticpersonal.finance/investing-terms]! Follow Tess [https://www.instagram.com/wealthwithtess/] and Gen [https://www.instagram.com/holistic.personal.finance/] on Instagram & DM us any questions you have! Leave us a 5⭐️ Review & share this episode with a friend! Now that the dust has settled from election week, it's time to dive in. Listen to learn about 3 policies the Trump Administration is proposing and how these changes could that impact your financial plan.We're talking about all the money moves you should start, stop and keep doing over the next 4 years. All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.

Make the most of your 401k with this checklist

Enhance your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE [https://www.holisticpersonal.finance/investing-terms]! Follow Tess [https://www.instagram.com/wealthwithtess/] and Gen [https://www.instagram.com/holistic.personal.finance/] on Instagram! Leave us a 5⭐️ Review to spread the word! If you havent looked at your 401k account since you started your job.. this episode is for YOU! Learn why this is a great time to review your 401k, along with common mistakes we see clinets make in their 401k that are holding them back! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.