Setting Your 2026 Financial Plan: A New Years Check In
Plan. Protect. Invest. — A Sgroi Lawley Podcast by Sgroi Lawley Group, LLC
S1 · E2
Jan 30, 2026
36:05
Episode notes
Welcome to our second podcast episode. Today, we take a look at what to review as you set your 2026 financial plan. The conversation focuses on key areas to consider at the start of the year and how small check-ins can help keep your goals on track. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.
Keywords
financial advisor
plan
2026
podcastrecommendation
podcastaddict
financialplanning
interview