As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you.

This week, we’re diving into more fun ‘getting-to-know-you’ questions and sharing two inspiring quotes from Conrad Hilton and Tim Ferriss. Then, as a special treat, we’ll feature a second main topic that might just be a new Sam favorite: What Dolly Parton Can Teach You About Smart Money Moves.

As always, we answer a listener question- this time from Dana, who asks what we consider a reasonable amount to leave as a legacy. And for our Retirement Ride Along segment, we’ll share some exciting local discoveries we enjoyed over New Year’s right here in Kansas City!

Here’s some of what we discuss in this episode:

Get-to-know-you questions: Social media usage, news sources, and more (8:37)

Quote of the week from Conrad Hilton and Tim Ferriss (19:48)

Main topic 1: New Year, New Me (21:51)

Main topic 2: What Dolly Parton Can Teach You About Smart Money Moves (35:00)

Mailbag: Figuring out how much to leave as a legacy (45:45)

Retirement Ride Along: Some new spots in Kansas City (52:39)

Want to contact us? 

Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.

Get your free copy of Preparing for Retirement: 

Call (888) 228-8814 or email info@incomeforlife.org

Links From Today’s Show:

The View at Briarcliff

https://theviewatbriarcliff.com/

The Farmhouse

https://www.eatatthefarmhouse.com/

Chicago’s

https://www.visitkansascityks.com/listing/chicagos/315/