The 2026 Money Plan You Need Now

Описание: Every January, millions of people make the promise to get their personal finance in order, but often these new year's resolutions fall by the wayside. I offer practical advice on effective money management, and that setting too many goals at once can hinder progress. Discover how to achieve goals and maintain your financial planning goals throughout the year to build a more secure future.

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RESOURCES & LINKS
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VIDEO TIMESTAMPS
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0:00 - Introduction
0:57 - Know your "why"
3:01 - Set SMART Goals
5:25 - Calculate your net worth
7:25 - Found money
10:10 - High-interest debt
11:51 - Automate your savings
13:28 - Retirement savings
15:38 - Insurance and Estate review
16:50 - Plan something fun
18:02 - Outro

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IMPORTANT DISCLOSURES
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Glow Financial Planning LLC is a Registered Investment Adviser in the state(s) of Florida. Advisory services are only offered to clients or prospective clients where Glow Financial Planning LLC and its representatives are properly registered or exempt from registration. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with an appropriate tax, legal and/or financial advisor for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change.

All financial and personal information displayed represents hypothetical client scenarios for educational purposes and does not reflect any actual Glow Financial Planning LLC client data.

Jordan Drinkhouse is an investment adviser representative of Glow Financial Planning LLC. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

The advertisements played during this video are controlled by the hosting platform and not by Glow Financial Planning LLC. Glow Financial Planning LLC is not responsible for the content, accuracy, or suitability of any advertisements heard during this program.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.