Episode 19: Money Resolutions for 2022
In this episode, we talk about Money Resolutions you might want to make in the New Year!
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2022 Money Resolutions:
[3:55] Reduce debt
[4:20] Boost your retirement savings amount
[5:11] Learn from 2020 and 2021 and prepare for the unexpected
[5:35] Don’t overreact to the headlines
[6:42] Implement a budget
[7:49] Meet with a financial planner
[8:10] Check beneficiary designations on your accounts
[8:53] Carve out time for a tough conversation about your healthcare wishes, legacy planning, etc. with your spouse
[9:50] Audit your insurance
[11:24] See if refinancing your home mortgage is a good idea
[11:42] Organize your financial life
[12:27] Check your credit
[12:41] Check your fees
[13:13] Share your knowledge
[13:52] Look for more donation opportunities
[14:07] Review your tax bracket
[14:25] Ask your advisor if a Roth Conversion is right for you
[15:38] Update paycheck holdings
[16:17] Rebalance your portfolio
[17:14] Plan out your strategy to transition into retirement
[18:13] Consolidate accounts
[18:46] Listen to more episodes of our podcast!
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