It's getting close to the end of the year. What are your resolutions? On today's episode we go over 22 money resolutions you can make in 2022. Want to pay off your debt? Audit your insurance policies and make sure they fit your situation? Some of these ideas are easy like checking your credit while others will involve you working with an advisor. We'll discuss money-saving, taxes, consolidating your accounts, and more. At the end of the episode, we will go over two listener questions about mortgage and part-time work.

Get additional financial information: https://principalpreservationservices.com/episode-83-22-money-resolutions-for-2022/#

What we discuss:

0:50 – The holiday season!

2:02 – Reducing debt

3:43 – Reduce our retirement savings

4:28 – Preparing for emergencies

5:18 – Don’t overreact to headlines

5:55 – Implement a budget

6:55 – Meet with an advisor

7:49 – Check beneficiaries

8:30 – Tough conversations

9:41 – Audit our insurance

10:50 – Think about refinancing

11:53 – Organize your financial life

12:51 – Check your credit

13:46 – Check your fees

15:01 – Share our knowledge

16:04 – Donation options

17:00 – Review your tax bracket

17:56 – Roth conversions

18:44 – Update paycheck withholdings

19:39 – Rebalance your portfolio

20:40 – Plan your retirement transition

21:45 – Consolidate accounts

22:38 – Listen to more podcast episodes!

24:16 – Mailbag: “Should I work part-time or full-time as I get close to retirement?”

25:25 – Mailbag: “Should we split our mortgage in half and pay every two weeks?”