Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
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Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!”
Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you.
Here’s what we discuss in this episode:
0:00 – Intro
1:20 – Overspending
3:29 – Saving to a fault
5:28 – Not knowing what you have
7:30 – Pausing your investing
9:47 – Not having a plan
Text RETIRE to 21000 to Begin Building Your Retirement Reality Roadmap
Learn more about Principal Preservation Services: https://principalpreservationservices.com
Schedule an Initial Meeting with Mike: https://calendly.com/ppservices/60-minute-initial-meeting
Watch Retirement Reality on Demand: https://bit.ly/40VIByr
Retirement Reality Podcast
Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
