Description

It's a new year and on behalf of everyone here at SHP Financial, we hope you had a wonderful holiday season and a great start to 2023.

For many people, a new year starts off with a New Years' resolution. Perhaps one of your resolutions is to take a closer look at your finances and reduce your stress about money.

If that's the case, you'll want to ring in the new year with Matthew Peck and Keith Ellis, Jr. as they share their top 3 financial planning tips for a new year.

Whether you need help with making the changes to your portfolio, managing your monthly budget, or making your 401(k) and IRA contributions, that's what we're here for because that's what comprehensive financial planning is all about.

In this podcast interview, you'll learn:

• The value of rebalancing and readjusting your portfolio. Whether you're investing on your own or you're already working with SHP, a new year is an opportunity to reevaluate your circumstances.
• How target date funds can help rebalance your portfolio, especially as you get closer to retirement.
• Review your monthly budget and expenses. Especially with high inflation.
• Make sure that you're fully benefiting from new 401(k) and IRA contribution limits and maximizing the income tax benefits.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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