Financial Empowerment for a Wealthy New Year

01/19/24 • 8 min

Welcome to the Proactive Women podcast, where financial wisdom meets empowerment. I'm your host, Joyce Palmer, from JP Financial Group, guiding you through smart, safe, and simple financial decisions. In today's episode, we're putting a pause on the holiday hustle and diving into proactive strategies for year-end financial planning and retirement readiness. Episode Highlights:

Year-End Financial Checkup: Just like an annual physical or a car tune-up, it's time for a financial checkup. Join us as we review and organize financial goals, assess spending habits, and consider last-minute tax planning tips. A strong financial start in the new year begins with a thorough year-end review.
Holiday Spending Without Breaking the Bank: Learn the art of setting a budget, prioritizing spending, and finding thoughtful, budget-friendly gifts. It's not about how much you spend; it's about the thought. Avoid financial stress during the joyous season with practical tips.
Retirement Planning for Women: Ladies, never pull from your retirement accounts for holiday spending. Explore unique financial challenges women face in retirement planning, and discover the importance of maximizing saving opportunities and early planning for a secure financial future.
Investment Strategies for Next Year: Tune in to our upcoming season featuring Chaz, our registered investment advisor. Chaz will share valuable investment tips, including why most people are allocating their 401(k) plans all wrong. Get ready to maximize market ups and downs.
Financial Resilience and Setting Goals: Smart goal setting is the key to financial success. Learn about building financial resilience, having an emergency fund, and setting realistic goals. It's about creating a financial blueprint for a financially empowered future.

Joyce Palmer welcomes your questions and thoughts. If you're a proactive women listener without a trusted financial resource, schedule a 20-minute "Ask Me Anything" call. Reach out at 804-811-354 or find the direct link below. No obligation, no cost, and no judgment. As we wrap up this episode, I'm Joyce Palmer, signing off. Happy holidays, and here's to a financially empowered New Year. Subscribe, share, and leave a review if you found these insights valuable.

Year-End Financial Checkup: Just like an annual physical or a car tune-up, it's time for a financial checkup. Join us as we review and organize financial goals, assess spending habits, and consider last-minute tax planning tips. A strong financial start in the new year begins with a thorough year-end review.
Holiday Spending Without Breaking the Bank: Learn the art of setting a budget, prioritizing spending, and finding thoughtful, budget-friendly gifts. It's not about how much you spend; it's about the thought. Avoid financial stress during the joyous season with practical tips.
Retirement Planning for Women: Ladies, never pull from your retirement accounts for holiday spending. Explore unique financial challenges women face in retirement planning, and discover the importance of maximizing saving opportunities and early planning for a secure financial future.
Investment Strategies for Next Year: Tune in to our upcoming season featuring Chaz, our registered investment advisor. Chaz will share valuable investment tips, including why most people are allocating their 401(k) plans all wrong. Get ready to maximize market ups and downs.
Financial Resilience and Setting Goals: Smart goal setting is the key to financial success. Learn about building financial resilience, having an emergency fund, and setting realistic goals. It's about creating a financial blueprint for a financially empowered future.

Previous Episode

How to Retire Without Promised Pensions: Part Two

With women living longer and pensions lacking luster, creating and funding a retirement plan has become more complicated and challenging than ever. In this episode, you will begin to navigate the retirement system and the tools you need to get started on building a retirement plan that lets you feel confident and at-ease.

Next Episode

Health & Wealth: The Heart-Finances Connection

Welcome to the Proactive Woman podcast, where Joyce Palmer from JP Financial Group provides wisdom on wealth, empowering women to make safe, smart, and simple financial decisions. In this episode, Joyce explores the connection between a healthy heart and your finances, shedding light on how they correlate and what actions you can take to promote both. Episode Highlights:

Heart Disease Statistics: Joyce shares alarming statistics about heart disease among women in the United States, emphasizing the significance of recognizing and addressing this issue.
Health & Finances Connection: Joyce discusses four key areas where a healthy heart intersects with financial stability:
- Mental Clarity & Decision Making
- Longer, More Fulfilling Careers
- Nutritious Diet & Financial Planning
- Exercise & Increased Energy
Promoting Health & Wealth: Joyce emphasizes the importance of prioritizing both physical and financial health, encouraging listeners to adopt healthy habits for a prosperous future.
Heart-to-Heart Event: Joyce announces a special event, the "Healthy Heart Heart-to-Heart Event," scheduled for February 17th. This event aims to promote heart health through informative sessions and a relaxing sip and paint activity.

Joyce Palmer welcomes your questions and thoughts. If you're a proactive women listener without a trusted financial resource, schedule a 20-minute "Ask Me Anything" call. Reach out at 804-811-354 or find the direct link below. No obligation, no cost, and no judgment. Health and wealth are intertwined, and by understanding the connection between a healthy heart and financial stability, listeners can take proactive steps toward a prosperous future.