New Year, New Plan: 9 Financial Goals You Can’t Ignore

In this episode of the Jon Sanchez Show, hosts Jon G. Sanchez and Jason Gaunt discuss the market's performance as the new year begins, reflecting on the previous year's volatility and the potential for growth in 2026. They emphasize the importance of a financial reset, outlining nine essential financial goals for listeners to consider, including strengthening emergency funds, maximizing retirement contributions, and proactive tax planning. The conversation also touches on anticipated IPOs, particularly OpenAI and SpaceX, and the implications for the market. Overall, the episode serves as a guide for listeners to set their financial strategies for the year ahead.

The Jon Sanchez Show is a service of Sanchez Gaunt Capital Management, LLC in Reno, Nevada.

Learn more about our services: https://www.sanchezgaunt.com/our-process

Chapters

00:00 New Year Reflections and Market Overview

02:21 Market Dynamics and Sector Rotation

05:22 Financial Reset: Setting Goals for 2026

08:03 Optimism for 2026: Analyst Perspectives

10:56 Interest Rates and Economic Growth

11:23 IPO Expectations: SpaceX and OpenAI

13:10 Starlink: A Unique Market Position

20:51 The Future of Space Exploration

21:57 OpenAI IPO: Anticipation and Implications

22:58 Financial Goals for 2026: An Overview

26:00 Building a Strong Emergency Fund

27:25 Understanding Cash Flow and Expenses

28:38 The Importance of Paying Off High-Interest Debt

29:39 Maximizing Retirement Contributions

33:10 Reviewing and Rebalancing Your Investment Portfolio

34:33 Establishing an Estate Plan

35:51 Insurance and Asset Protection

36:57 Setting a Tax Reduction Strategy

37:20 The Value of Professional Financial Guidance

38:16 Disclaimer