It's No Secret

32. Part 1: How to Do Your 2021 Financial Review


Listen Later

Today on the podcast we take a look back at 2021; how we went financially, whether our personal net worth values have changed and by how much, and why. A financial check-in heading into 2022, if you will. 

As the wild and wonderful year that has been comes to an end, we round out our season with a two-episode reflection series which you can take away and apply to your own financial situation. 

Whilst this is the last live weekly podcast episode for 2021, we will be running a summer series with a few shorter retrospective episodes over the first few weeks of January 2022. Stay tuned for those! 

But before we move onto that, here's what we talked about in today's podcast episode: 

  • Our 2021 financial goals! How we went and are feeling about them rounding out the year 
  • Any challenges we came up against moving towards them - both positive and not-so positive 
  • How various events throughout 2021 (hello lockdown and low-interest rates) have impacted our ability to meet our goals 
  • Any and all adjustments we have made throughout the year to move us closer to #financialfreedom

...plus lots more in part two of this episode. Stay tuned for more!

Check out our website and show notes at www.itsnosecret.co.nz/32

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.

SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify

Follow us for fun chat & financial tidbits on IG: @itsnosecretnz
Got questions? Get in touch: www.itsnosecret.co.nz

Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz

...more
View all episodesView all episodes
Download on the App Store

It's No SecretBy Kernel


More shows like It's No Secret

View all
The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,434 Listeners

The Happy Saver Podcast - Personal Finance in New Zealand by Ruth - Personal Finance Blogger

The Happy Saver Podcast - Personal Finance in New Zealand

23 Listeners

She's On The Money by Victoria Devine

She's On The Money

140 Listeners

Shared Lunch by Sharesies

Shared Lunch

10 Listeners

Friends That Invest by Friends That Invest

Friends That Invest

288 Listeners

Cheques and Balances by Cheques and Balances

Cheques and Balances

8 Listeners

Keep The Change by nextAdvisory

Keep The Change

16 Listeners

The Little Things by NZ Herald

The Little Things

4 Listeners

Making Cents by Frances Cook

Making Cents

14 Listeners