Smart Money Moves to Kick Off the Year Right

Start the new year with confidence! In this video, we’ll walk through the essential financial issues to review each January—from income and taxes to investments, insurance, and estate planning.
Perfect for retirees and those approaching retirement, this checklist helps you keep your finances organized, avoid costly mistakes, and hit your goals for 2026.
📋 You’ll learn:
What to review in your retirement plan at the start of the year
How to adjust your taxes, insurance, and budget
Key estate, investment, and fraud-prevention steps to take now
How to make this year your most financially confident yet
Because financial peace isn’t about perfection—it’s about preparation.

Want to ditch the money stress and focus on what you love—like tennis, travel, or grandkids? I’m Terry O’Grady, a Tampa-rooted CFP® helping folks nationwide via Zoom. Let’s chat about your goals, whether it’s faith-based or straightforward investing. Book a free, no-pressure Zoom consultation at ogradyfinancial.com/contact. No jargon, just real help to live your best life!
Investing involves risk. Consult a qualified financial advisor before making decisions.

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https://ogradyfinancial.com

O’Grady Financial LLC is a Registered Investment Advisor. Information presented on this channel is only for educational and informational purposes. It is not intended to be financial advice for any individual or entity.

This video is not sponsored.