In this episode of The Human Side of Wealth, Andrew Busa is joined by Steve Reder, President of Private Wealth, and Josh Jones, Partner and Senior Wealth Advisor, to walk through five key focus areas that can help you start the year with clarity and confidence.

Instead of short-lived resolutions, the conversation centers on goals-based planning and how to identify what truly matters, translate those goals into actionable plans, and stay accountable over time. From clarifying priorities and managing cash flow to investing with purpose, managing risk and integrating tax planning, this episode offers a roadmap for long-term financial clarity.

You’ll also hear examples of how to navigate major transitions like retirement, shifting from saving to spending, supporting the next generation, and making informed tax decisions across a lifetime, not just this tax year.

Listen now to learn how thoughtful planning, ongoing conversations and the right advisory partnership can help turn your goals into a clear financial path forward.