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Description

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you'll be well on your way to a more prosperous financial life in the coming year.

 

Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-22-22-money-resolutions-for-2022/242/

 

What we discuss in this episode: 

2:54 – Reduce debt

4:31 – Boost savings

5:44 – Prepare for unexpected

7:25 – Don't overreact

8:51 – Budget

10:29 – Meet with a financial advisor

11:49 – Tough conversations

13:39 – Audit insurance

14:25 – Refinance

15:36 – Organize

16:38 – Check credit

17:30 – Check fees

18:30 – Share knowledge

19:52 – Give back

21:10 – Review tax brackets

22:11 – Roth conversion

23:13 – Update paycheck withholdings

24:39 – Rebalance portfolio

26:10 – Transition to retirement

27:21 – Consolidate accounts

28:06 – Listen to our podcast