Financial goal setting is vital. But is there another year-end practice that can profoundly impact your financial future?
In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier reveals something unexpected: the most powerful year-end financial move isn’t just about money. It’s about reflection.
Research shows that looking back at your progress, habits, and challenges can help you make clearer, more confident decisions. Shifting from an exclusive focus on future desires and pausing to notice how far you’ve come can also increase financial momentum and strengthen your sense of gratitude.
To guide your reflection, Brendan shares a simple 4 step practice for you to complete before the new year:
- Reflect on your gains
- Revisit your purpose
- Identify gaps with curiosity instead of guilt
- Celebrate your wins
Adopting this practice is an enriching way to close the year, and a powerful way to begin the next.
Click play to watch the full episode or explore more Wisdom in Wealth conversations.