A New Year financial checklist for Prime Timers
We're getting our financial house in order for 2025 with Financial Planner and Columnist, Paul Benson. Learn the things he does and teaches people to do every new year.
Welcome to 2025, Prime Timers! It’s our first show back. And we’re kicking off the year the way we plan to continue—by getting our financial house in order. This week, I’m thrilled to welcome back one of our favourite guests, Financial Planner Paul Benson from Guidance Financial Services. Paul’s here to guide us through a New Year’s checklist of must-do financial actions for midlifers.
We’re diving into the steps we should be taking right now to set ourselves up for a smooth and successful year ahead. Paul’s bringing us five key priorities, each packed with practical advice and a few timeless lessons that will make navigating your finances in 2025 that little bit easier.
Let’s get into it!
LISTEN TO THIS EPISODE OF THE PODCAST HERE:
Highlights of the show:
1. January is the best time to reset your finances
Paul explains why the start of the year is ideal for reviewing your financial situation and setting actionable goals for the year ahead.
2. Superannuation tips to grow your wealth
Discover how salary sacrifice and lump-sum contributions can boost your retirement savings and reduce tax, with step-by-step advice on getting started.
3. The importance of estate planning updates
Paul reminds listeners to review their wills, powers of attorney, and binding super nominations to avoid unnecessary complications in the future.
4. Avoiding common financial pitfalls
Paul shares how to deal with “lazy cash” sitting idle in offset accounts or savings and how to make your money work harder.
5. Preparing for retirement with confidence
Learn how to align your spending habits with retirement goals and build a budget that reflects your unique lifestyle and ambitions.
Book your place on our February program
While you were on holidays we were hard at work - improving the epic retirement flagship course for 2025
Our next How to have an Epic Retirement Flagship Course kicks off on the 13th February 2025 and runs for six weeks until the 27th March 2025.
The 25% off earlybird discount is still available, but not for long. So get on over and book in your place. Welcome packs are sent in late January/early February — so don’t delay yours.
If you want a closer look, I’ve released the first video for the first module to give you a taste. Watch it free here.