Ep 4: 22 Money Moves For 2022
Manage episode 320111723 series 3303227
What can you do now to be in better financial shape at the end of the year? Think about reducing your debt, boosting your retirement savings, or starting a budget.
As we’ve learned the past few years, it’s more important than ever to stay level-headed when investing and to not make emotional decisions based on headlines.
Making smarter financial decisions now means having a more prosperous future. On today’s episode, we’ll explore 22 ideas to implement in 2022 that could enhance your retirement plan and stabilize your financial future.
What We Discuss Today:
1:05 – Reduce your debt
2:06 – Boost retirement savings
2:48 – Prepare for the unexpected
3:44 – Don’t overreact to headlines
4:11 – Implement a budget
4:38 – Meet with an advisor
5:36 – Check your beneficiary designations
6:08 – Have those tough conversations
7:24 – Audit your insurance
8:09 – Think about refinancing
8:51 – Organize your financial life
9:27 – Check your credit
9:57 – Check your fees
10:32 – Share your knowledge
11:19 – Look for donation opportunities
12:26 – Review your tax bracket
13:10 – Think about a Roth conversion
13:59 – Update your paycheck withholdings
14:52 – Rebalance your portfolio
15:56 – Plan out your retirement transition
17:07 – Consolidate your accounts
18:11 – Listen to more episodes!
Get Additional Information:
https://theaudibleadvisor.com/
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: svassilakos@athenianpcg.com
Watch the show on YouTube: https://bit.ly/3VmzCUx
32 episoder