Description

Complete the Checklist!

The start of the new year is a great time to do a financial check-up. In addition to reflecting back on 2022, you may feel particularly motivated in January to consider making financial resolutions for the future. In this episode of The Agent of Wealth Podcast, host Marc Bautis helps guide you toward impactful improvements by outlining some of the most important considerations to make in a free, downloadable checklist.

In this episode, you will learn:

• How to set, revisit and achieve your financial goals.
• How to accurately determine your savings rate, and how to improve it year-over-year.
• How to review your investment progress and strategy at the start of the year.
• How to revisit your assets and debt to evaluate whether your risk tolerance continues to be appropriate.
• And more!

Resources:
Episode Transcript & Blog | Complete the Checklist | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

The beginning of the new year is the perfect time to discuss the various factors influencing your planning. If you’re looking for guidance on your financial situation, our team of financial advisors are always here to help. Schedule an Introductory Call.