How can you step into 2025 with compassion — and maybe even a little ease — in a world full of uncertainties? In this Season 3 kickoff episode, hosts Mary Beth Storjohann and Neela Hummel share thoughtful strategies for navigating both financial and emotional transitions as the new year gains momentum.

Focusing on presence and personal values, they explore the benefits of setting realistic, meaningful intentions instead of rigid resolutions and highlight the power of small yet impactful financial moves — like adjusting 401(k) contributions and reviewing expenses. They also offer insights on staying grounded amid external stressors, emphasizing the importance of paying attention to what you can control and finding peace with what's beyond your influence.

Plus, they dive into managing financial anxiety — especially in times of market fluctuations — encouraging a long-term, values-driven approach over impulsive, fear-based decisions. Tune in for practical tips, fresh perspectives, and an empowering start to the year!

For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.

What You'll Learn in this Episode:

The benefits of setting intentions over making resolutions for a more compassionate approach to the year.
Practical steps to take control of finances in the new year, including 401(k) adjustments and budget reviews.
Techniques for managing financial anxiety and the importance of aligning financial actions with personal values and goals.
The three questions Mary Beth is asking herself as she navigates this new year, as inspired by her recent Life Planning training course.

Resources Mentioned on the Show:

Neela's Blog Post: Los Angeles Wildfire Recovery: Financial Resources and Steps for Homeowners — January 14, 2025
Abacus Webinar: What Now? Q&A for Victims of LA Wildfires – January 17, 2025
How to Future-Proof Your Happiness in the New Year — The New York Times, January 3, 2025
LA Wildfire Pro Bono Financial Planning Services with Abacus Wealth Partners

Stay Connected:

Connect with Mary Beth on Instagram and on LinkedIn
Connect with Neela on Instagram and LinkedIn
Subscribe to the If Money Were Easy newsletter and on the new YouTube channel
Join the Abacus community by connecting with us on Facebook, Instagram and on LinkedIn

New Year, Same You: Approach 2025 With Compassion