Episode Description
Start the year right with a practical roadmap for your financial and personal life. Kim and Emily guide you through essential annual reviews—from credit reports to insurance coverage—helping you organize, protect, and plan for the year ahead without overwhelming yourself.
Your New Year’s Financial Checklist
Episode Summary
New Year brings the perfect opportunity for a financial tune-up. Kim and Emily break it down into manageable steps. Learn how to pull your free annual credit report (the only official source is annualcreditreport.com), what to do if you find errors, and how credit monitoring services can catch problems before they snowball. Discover why your insurance review matters more than you think—especially after finishing that basement or welcoming a new family member—and why listing beneficiaries on every possible account is their obsession. Plus, learn which year-end deadlines you can’t miss and why catching up on back taxes is worth tackling now.
“There is not a penalty if the IRS owes you money. If you feel like you’re owed a refund, definitely get those back taxes filed as soon as possible.”
Podcast Description
Financial Strides is your practical guide to financial wellness, hosted by Kim and Emily from Woodley Farra Manion Portfolio Management. Each episode tackles real money questions with clear, jargon-free conversations designed to fit your life and your pace, helping you build confidence in your financial decisions one step at a time.
Woodley Farra Manion does not provide tax, legal or accounting advice. The material discussed in this podcast series is informational in nature and is not intended to provide and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors prior to taking action related to this information.