Planning with Purpose: Setting Your 2026 Financial Goals
January 21, 2026
In this episode, I’m tapping into my inner yoga instructor to bring you a conversation focused on setting a clear intention for the year ahead and breaking down how to turn that intention into financial goals that feel realistic, flexible, and aligned with your life. We’ll talk through what makes a good financial goal, the steps to take toward achieving it, and practical tips for staying consistent through the inevitable ups and downs of the year. Whether you’re focusing on saving, investing, paying down debt, or simply building more confidence around your finances, this episode will help you head into 2026 with clarity, intention, and a plan you can actually stick with.
The information in this podcast is for educational and entertainment purposes only and is not intended as financial advice. I’m a Certified Financial Planner™, but I’m not your planner- so please consult a professional who knows your unique situation before making any financial decisions. Past performance is not indicative of future results. Views expressed are my own and do not reflect the views of Bethesda Financial Advisors, LLC.