Financial Checklists and Important Birthdays

A new year means many of us are looking for ways to improve our financial lives in 2023.

Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.

We’ll also share some important birthdays for financial planning and make sure you know about the items that will impact you at specific ages.

Here's some of what we discuss in this episode:

• Do you anticipate changes to your investment goals? (5:43)
• Do you want to help children or grandchildren with college? (10:27)
• When should you do Roth conversions? (11:52)

 

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