Listen "Ep 4: 22 Money Moves For 2022 "
Episode Synopsis
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 savings2:48 – 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: [email protected] Watch the show on YouTube: https://bit.ly/3VmzCUx
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