Ep 20: 22 Money Resolutions for 2022
Play • 13 min

As 2021 draws to an end, let's consider some money resolutions we can take on in the new year. On today's episode, we will go over 22 money resolutions you can make in 2022. Some are quick and easy, like checking your credit. While others will be great to do with your advisor. We will discuss reducing your debt, budgeting, consolidating accounts, auditing your insurance, and more!

 

Key Points:

0:43 – Reducing your debt

1:09 – Boost retirement savings

1:46 – Prepare for the unexpected

2:14 – Don’t overreact to headlines

2:52 – Look at a budget or spending plan

3:05 – Meet with an advisor

3:26 – Check your beneficiaries

3:46 – Have tough conversations

4:16 – Audit your insurance

4:39 – Think about refinancing

5:04 – Organize your finances

5:37 – Check your credit

6:08 – Evaluate your fees

6:37 – Share your knowledge

7:15 – Look for donation opportunities

8:02 – Review your tax bracket

8:26 – Roth conversions

9:03 – Update paycheck withholdings

9:28 – Rebalance your portfolio

9:56 – Plan out your retirement

10:31 – Consolidate your accounts

11:08 – Listen to more podcasts!

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260

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