2025 FINANCIAL RESET 💸 Saving & investing goals, reflections & setting up brand new budget!

[@KristaCannady]

I have quite a few typos when I was typing out my goals lol, please ignore!! Hope you guys enjoy this video & it gives you some inspiration for your 2025 goals ❤

[@Billy33753]

Love the visual breakdown

[@KristaCannady]

@@Billy33753 Thank you!!

[@CelesteLaura]

Ahhh, im so inspired! Good luck with your finances in 2025! 💸

[@KristaCannady]

You too!! 💕

[@DubaiCashStuffer1]

Working on my yearly financial goals now. I love all things money, budgeting, saving and cash stuffing so this is all up my alley. All the best to you😁

[@KristaCannady]

I love that!! Goodluck on your 2025 goals 🥰

[@DubaiCashStuffer1]

@ Thank you😁

[@lmua8628]

Love this! Soo inspiring, I def want to do this ❤!

[@KristaCannady]

You should!!!

[@moneywithjustliving5258]

New Subscriber here. I just found your channel and I am excited to be here and get to follow your journey. I love this video, great goals and updates.

[@KristaCannady]

Welcome to the channel! So glad you're here 🥰

[@Itsjustmaria43]

Hey Krista!!! I’m chilling now to catch up on your last 2 videos. I am so behind on videos from all my favs cause it’s the close to the end of the year and patients are trying to get surgeries done before the year end. Busy time for us 😊

[@KristaCannady]

Yes such a busy time!! Thanks so much for always watching :)

[@katiehelms90]

You may consider the YNAB budget software. It truly is amazing!

[@KristaCannady]

I'll check it out!!

[@Breatheandbudget]

How do you film with the split screen? Where we see you AND the spreadsheet.

[@KristaCannady]

I screen record on my laptop and film myself on my camera! Then I overlay the videos in final cut pro and crop down the video of me into the corner :)

[@elizabeththompson1525]

Will all your funds be combined after marriage? What do you think about financial prenuptial agreements?

[@KristaCannady]

Yes we do plan to combine! And I am pretty indifferent about prenups, I think they are definitely a good idea for some people :)

[@elizabeththompson1525]

@ I like that!!

[@Cheri94]

Hey Krista, the job you do for corporate, did you start directly or was it through head hunter, temp to hire?

[@KristaCannady]

It was direct! I had an internal referral ❤️

[@Lo-jh3so]

Do you use the beginner layout? Ultimate? Or yearly?

[@KristaCannady]

Yearly budget 1.0!!

[@FreemanJameZ]

Now that I am 41 and facing a job loss, I am reviewing my financial plan. What investments should I make with $425,000 set aside for retirement, $10,000 in an HSA, and a property that could generate an additional $250,000?

[@ArchieJohnson5h]

Consulting a financial advisor is a logical step at this point, but postponing retirement could be a wiser decision

[@FreemanJameZ]

I'm not sure whether I should merge all of my investing accounts into one. If so, what should I know and how should I respond to this? In addition, I intend to sell my property, which might potentially fetch an additional $200,000. Is it better to put everything in one account or spread it out among several investments?

[@ms_christinejones]

These are important questions for a financial planner. I met mine at a summit, and with her assistance, my wife and I reallocate our $1.7 million assets between a regular IRA and a brokerage account. She has been handling the investment with our agreement and has helped us recover twice as much as we lost. Currently holding steady and gently navigating the market