22 Resolutions for 2022, Part 2
Play • 23 min

This is part 2 to our resolutions for 2022. See if you might be able to implement a couple of these to kick off the new year in good, financial health.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

2:20 - Check Your Credit

4:00 - Check Your Fees

6:36 - Share Your Knowledge

8:49 - Donation Opportunities

10:52 - Review Your Tax Bracket

13:13 - Ask If A Roth Conversion Is Right For You

14:48 - Update Your Paycheck Withholdings

15:52 - Rebalance Your Portfolio

16:56 - Plan Your Transition To Retirement

19:02 - Consolidate Accounts

20:25 - Listen To More Episodes Of This Podcast

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