Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
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://listentoscott.com/podcasts/22-money-resolutions-for-2022/
What we discuss in this episode:
5:43 – Reducing debt
6:10 – Boost savings
6:39 – Prepare for unexpected
7:23 – Don’t overreact
9:02 – Budget
12:23 – Meet with a financial advisor
14:26 – Check beneficiaries
14:37 – Tough conversations
15:18 – Refinance
15:05 – Audit insurance
15:45 – Organize
16:16 – Check credit
16:40 – Check fees
16:58 – Share knowledge
18:38 – Give back
19:00 – Review tax brackets
19:16 – Roth conversion
19:39 – Update paycheck withholdings
20:15 – Rebalance portfolio
20:28 – Transition to retirement
21:38 – Consolidate accounts
23:00 – Listen to our podcast
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