As we wrap up 2024, we wanted to say a big thank you for being part of the Wealthlab journey this year. It’s been a huge year—one filled with challenges, lessons, and wins. And as we look toward 2025, we’re excited to continue helping you achieve your financial goals.
This week, Phil and I sat down (yes, in the same room for a change!) for a special episode of the Wealthlab Podcast. In true festive spirit, we reflected on the year gone by and shared some thoughts to help you start 2025 on the right foot.
Podcast Spotlight: Reflecting on 2024 & Planning Ahead
In this episode, we chat about:
- 2024 in Review: From the rise of AI to the ongoing rollercoaster of the property market, we cover what stood out this year.
- Timeless Lessons on Cash Flow: Why the simple discipline of budgeting remains the ultimate financial superpower.
- What’s Next for 2025: Trends like renewable energy, data security, and how to stay ahead in a rapidly changing world.
Phil’s Hot Tip for Christmas
Speaking of planning, the holidays are a perfect time to review your cash flow and set goals for the new year. A solid budget (even if it’s a boring Google Sheet!) can make a huge difference in how you approach 2025. Plus, it might free up some extra cash for those post-Christmas sales.
Wealthlab’s Holiday Schedule
We’ll be taking a well-deserved break from December 19th to January 6th, but don’t worry—we’ll still be checking emails for anything urgent. If you’d like to chat about your financial goals before the break, now’s the perfect time to book a session.
Finally, we’d like to wish you a Merry Christmas and a Happy New Year! We hope your holidays are filled with joy, relaxation, and time with your loved ones.
Here’s to a fantastic 2025!
