Can you believe that there are only 3 weeks left of 2021? Seriously--time is FLYING.

Today's podcast episode covers an end of year financial checklist to help get your money ready for the new year!

Annual Credit Report Website (which is the website mandated by the US Government)
https://www.annualcreditreport.com/index.action

In This Episode We Talk About:

• Important financial dates and deadlines for 2021
• How to review the progress made towards your financial goals
• How to check in on your budget for the last year
• Planning for large upcoming expenses
• Asset Allocation & Rebalancing Your Portfolio
• Obtaining A Copy of Your Credit Report
• Reviewing important financial documents before the new year

FREE Resources by Save Live Thrive™

• 2022 Goal Setting Workshop Workbook 
• Organize Your Finances Workbook
• Mini Digital Budget Planner

Products by Save Live Thrive™:

• Digital Budget Planners

Financial Education Programs by Save Live Thrive™

The Wealth Building Bootcamp: A 12-week group coaching experience designed to teach you how to build wealth, pay off debt, and live the life of your dreams.

If you are brand new to the SLT community, don't forget to connect with us and make this newfound friendship official!

Follow on Instagram
Follow on TikTok
Join our Newsletter

Help the Thrive With Money Podcast grow! Follow this link to leave a 5-star review.

Disclaimer: The content and information provided on this podcast is for educational purposes only and does not constitute professional financial, legal, or tax advice. For recommendations on your specific financial situation, you must additionally seek the services of an appropriate licensed legal, accounting, tax, or investment professional.

Music Written By Chris Glassman