Phil's Tax Hacks

Ep 115: 22 Money Resolutions for 2022 Part 2


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2022 is almost here! On today’s episode, we’ll finish our 22 money resolutions for 2022. How many of these can you accomplish?

 

Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-115-22-money-resolutions-for-2022-part-2/

 

What we discuss today: 

1:00 – Check your credit

2:48 – Check your fees

5:12 – Share your knowledge

6:45 – Donation opportunities

7:44 – Review your tax bracket

8:14 – Think about Roth conversions

11:11 – Update paycheck withholdings

12:34 – Rebalancing your portfolio

13:48 – Plan your retirement transition

15:21 – Consolidate your accounts

17:22 – Listen to more episodes!

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Phil's Tax HacksBy Phil Putney

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