The start of a new year always provides a chance for reflection and opportunity to reset goals for the next 12 months. Today’s episode will do both of those things as Eric highlights the biggest financial takeaways from a volatile 2022 and lays out a checklist of action items for 2023.

 

Here’s what we discuss in this episode:

0:38 – Stocks and bonds drop in 2022

2:43 – Mortgage rates doubled in 2022

4:01 – Bitcoin had an awful year in 2022

6:09 – Gas prices soared in 2022

7:46 – On the Case with Heath Grossman, CFP® - Sequence of returns risk

16:45 – New Year Checklist – Tax withholdings

17:57 – New Year Checklist – Retirement account contributions

18:56 – New Year Checklist – Gather all your tax info

19:30 – Mythbusting with Matt

 

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