In Today’s Episode

With the New Year upon us, the guys put together a New Year Financial Checklist! There are a lot of benefits to going through a financial checkup once a year. There’s no better time to do this than at the beginning of the year!

 

What You’ll Get Out of Today’s Show

• List of financial and personal items to reevaluate
• • Reevaluate Short-Term Goals
  • Reevaluate Long-Term Goals
  • Review your emergency fund to adjust the balance (especially due to increase in inflation)
  • Boost retirement savings based on new increased contribution limits
  • Rebalance you portfolio
  • Review insurance policies
  • Check your credit report
  • Review your will

 

Links Mentioned in This Episode

 

ignitiontowealth.com/resources

 

ignitiontowealth.com/tools

 

ignitiontowealth.com

 

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