9 Things You Must Do Before 2026 (Financially)

9 Things You Must Do Before 2026 (Financially)

E
4 Video Views·Mar 15, 2026

Here are the 9 financial moves you should be really focusing on before the year ends to set yourself up for a stronger, more intentional 2026. These quick steps will help you organize your money, boost your savings, and start the New Year confident and prepared.

⏱️ Timestamps:
0:00 - Start Here
0:14 - Take Stock Of Your Cash
1:29 - Take Advantage of Free Money
3:20 - Debt/Asset Tally
5:18 - Optimize The Big 3
6:34 - Tax Loss Harvest
9:10 - Review & Renegotiate Bills
10:11 - Tax-Free Money Opportunities
12:41 - Know Your Savings Rate
13:41 - Set Your Financial Goals for 2026