Five Simple Moves to Set Up Your Best Financial Year

In this New Year’s episode of Five Minute Finance, Matt Robison and CFP® Mike Morton ditch the pressure to “optimize everything” and focus on five simple moves that can meaningfully improve your financial year. From setting a clear intention for 2026 to checking emergency funds, excess cash, automation, and portfolio alignment, the conversation emphasizes progress over perfection. The result is a practical, low-stress roadmap for starting the year feeling confident, organized, and in control—without adding another burden to your plate.

Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/