95. Your Financial Check-Up

01/04/2025 13 min Temporada 1 Episodio 95
95. Your Financial Check-Up

Listen "95. Your Financial Check-Up"

Episode Synopsis

Work With Erica Erica suggests four actionable tasks: checking your credit report, reviewing your social security statement, calculating your net worth, and verifying your tax withholdings. Each task is designed to take about 10-20 minutes and provides insights into your financial health.   00:43 Tax Season Reminders and Energy Credits 02:20 April Financial Checkup: Four Key Tasks 02:39 #1: Check Your Credit Report 04:12 #2: Review Your Social Security Statement 07:29 #3: Calculate Your Net Worth 09:32 #4: Review Your Tax Withholding 11:30 Recap and Final Thoughts ____________________ Resources Referenced: Annual Credit Report | www.annualcreditreport.com Social Security website | www.ssa.gov Net Worth Tracker | https://docs.google.com/spreadsheets/d/1ptzTAne_AILcTUMQ-G8eu0-44QusfInzF9BicdignXg/copy?usp=sharing   ____________________ Connect with Erica | LinkedIn | Website | Newsletter