S3E78: Why Smart Investors Reset Before the Year Even Starts

🎯 Visit https://bit.ly/3JsRdmj for access to FREE investing tools, including Andy's "Power of 6" ebook.

Most investors spend the year reacting to headlines, market swings, and emotions. Smart investors do the opposite—they prepare, reset, and position themselves early. In this episode of Stockcast, Andy Tanner breaks down why discipline, process, and clarity matter far more than predictions when it comes to long-term wealth.

You'll learn why waiting for the "perfect moment" often puts investors behind, how reviewing your financial statements creates confidence, and why momentum is built through consistent habits—not market timing. Andy explains the importance of identity-based investing (Be → Do → Have), setting intentions before outcomes, and focusing on what you can control instead of reacting to noise.

This conversation is especially important for investors who feel overwhelmed, late to the game, or unsure how to position themselves for the months ahead. Whether you're preparing for a new year, resetting after volatility, or simply trying to invest with more purpose, this episode offers a calm, strategic framework you can use immediately.
If you want to stop reacting and start building real momentum with your money, this episode will help you think—and act—like a disciplined investor.

00:00 Introduction
01:58 Why the Early Year is Crucial for Investors
02:28 Tax Planning and Financial Strategies
05:08 Weekly, Monthly, and Yearly Financial Reviews
07:24 The Power of Six: Key Financial Metrics
15:51 Personal Development and Wealth Building
24:34 Final Thoughts and Encouragement