Your Retirement Elevated Podcast

22 Money Resolutions For 2022

January 6, 2022

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