Wealthy Habits Podcast

Ep 74: 22 Money Resolutions For 2022


Listen Later

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you'll be well on your way to a more prosperous financial life in the coming year.

Read more and get additional financial information: https://www.truefinancialpartners.com/ep-74-22-money-resolutions-for-2022/

What we discuss today:

2:24 – Reducing debt

3:10 – Boost savings

4:59 – Prepare for unexpected

6:15 – Don't overreact

7:19 – Budget

8:02 – Meet with a financial advisor

9:29 – Check beneficiaries

10:57 – Tough conversations

12:07 – Audit your insurance

13:48 – Refinance

14:41 – Organize

15:29 – Check credit

16:19 – Check fees

17:58 – Share knowledge

18:56 – Give back

20:24 – Review tax brackets

21:34 – Roth conversion

22:48 – Update paycheck withholdings

24:03 – Rebalance portfolio

25:09 – Transition to retirement

26:32 – Consolidate accounts

28:55 – Listen to our podcast

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

Wealthy Habits PodcastBy Dave Elizondo

  • 5
  • 5
  • 5
  • 5
  • 5

5

14 ratings