The FI Guys

020FF: FI Friday Feedback | Your Year-End Money Makeover & How will I ever afford a house?

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Welcome back to FI Friday Feedback, where we revisit the teachings from our episode earlier in the week! In this episode, we delve deep into your feedback, stories, and questions. Let's dive into the invaluable lessons from "Your Year-End Money Makeover."

🔍 Segment 1: Financial Review and Planning

  • Review Your Budget:
  • Tax Planning:
  • Evaluate Financial Goals:

    • 💸 Segment 2: Retirement and Health Considerations

    • Contribute to Retirement Accounts:
    • Health Savings Account (HSA) Contributions:
    • Use Flexible Spending Account (FSA) Funds:
    • Year-End Bonus and Raises:

      • 🌟 Segment 3: Charitable Contributions and Insurance Review

      • Charitable Contributions:
      • Review and Update Your Insurance:

        • 💼 Segment 4: Financial Safety Nets and Investments

        • Emergency Fund:
        • Investment Portfolio Review:

          • 🏡 Segment 5: Debt Management, Education, and Legacy Planning

          • Debt Review:
          • Education Savings:
          • Estate Planning:

            • 🎁 Segment Bonus: Credit Check

            • Review Credit Report:

              • ✉️ FI Feedback (Viewer Mailbag):

              📬 Letter: Unveiling Financial Triumphs and Challenges!

              In this engaging segment, we open the doors to your financial journeys. From exhilarating victories to hurdles that make us stronger, our FI community shares their stories. Get ready for a rollercoaster of insights, wisdom, and a sense of solidarity on the road to financial independence! 🚀💸

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              Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
              The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
              We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
              This video podcast is sponsored by Monzon Wealth. The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
              It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at MonzonWealth.com

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