The theme of the episode is progress, not perfection. In this jam-packed episode, Diane King Hall celebrates the milestone of reaching episode 10 of the podcast, Your Money Call.
She encourages listeners to celebrate their financial wins, whether it's filing taxes, paying off debt, or increasing income. She tackles the topic of spring cleaning your finances and provides tips on revisiting financial goals, maximizing 401k and IRA contributions, investing in index funds, and filing taxes. She also explores the 50/30/20 budgeting method, and asks does it work in today's climate.
Diane also discusses using tax refunds wisely, locating and consolidating 401k accounts, and recovering unclaimed funds. The episode concludes with a recap of the financial spring cleaning tips.
Takeaways
