Check the background of this firm on FINRA Broker Check.

Ep 16: 22 Money Resolutions for 2022 Part 1

As we approach the end of the year it’s a great time to think about resolutions. Over the next two shows, we will be going over 22 money resolutions for 2022. Let’s have a great financial year! On today’s episode, we will discuss reducing debt, retirement accounts, emergency funds, and more. Some of these are quick tips while others involve working with an advisor, but all are valuable considerations to make as we ring in 2022.

What we discuss on the show:

1:01 – The holiday season!

2:38 – Reduce our debt

3:35 – Boost retirement accounts

4:43 – Emergency fund

6:14 – Don’t overreact to headlines

7:44 – Track your spending

9:12 – Meet with an advisor

10:53 – Check your beneficiaries

11:42 – Have the tough conversations

13:39 – Audit your insurance

15:17 – Think about refinancing

15:56 – Get organized

“Rule of thumb tells us 3 to 6 months of expenses…so then if something happens you don’t have to go into credit card debt or borrow from your 401k in order to pay for that emergency.” – Shari Rash

Subscribe:

Apple PodcastsSpotifyGoogle PodcastsAmazon MusicStitcheriHeartRadioTuneInRSS

Submit a Comment

Your email address will not be published.