Player FM uygulamasıyla çevrimdışı Player FM !
084 | End of Year Money Moves | Tips To Close Out 2021 & Start 2022 On Solid Financial Footing
Manage episode 311306101 series 2892602
Show Summary:
In today’s show, we discuss the money moves you can make right now and over the next few months to close out 2021 and start 2022 on the right foot.
Leave A Voice Memo | Review The Show | Follow | Subscribe
Intro:
We jump right into the show. No chit-chat, just right to the good stuff!
Main Discussion:
Gary takes us on a deep dive into what moves we should be making at the end of 2021 and the start of 2022 to make sure our financial house is in order. There are many things we can do to lessen our tax burden, increase savings, minimize losses, tighten our budgets, and much more. We have a good conversation about all of these in hopes that our listeners can pick up some very actionable tips to better their financial lives.
Action Items/Talking Points:
We thoroughly cover what end of year moves to make in the following areas:
- Taxes
- Retirement/Investing
- Legal/Estate Planning/Insurance
- Work
- Family/Budget
Key Topics:
- Tax Advantage Accounts
- HSA/FSA
- Allocations
- Dividends
- Re-Balance Portfolio
- Wills/Estate Planning
- Beneficiaries
- Credit Report/Credit Score
- Investing Statement
- Budget
- Benefits
- Credit Card Rewards
- Tax Loss Harvesting
- Insurance Policies
- Emergency Fund
- Social Security
Resources Mentioned In This Episode:
- Check Your Credit Report: annualcreditreport.com
- Check Your Social Security: SSA Website
- Amazon FSA
- Mint
- Lemonade
185 bölüm
Manage episode 311306101 series 2892602
Show Summary:
In today’s show, we discuss the money moves you can make right now and over the next few months to close out 2021 and start 2022 on the right foot.
Leave A Voice Memo | Review The Show | Follow | Subscribe
Intro:
We jump right into the show. No chit-chat, just right to the good stuff!
Main Discussion:
Gary takes us on a deep dive into what moves we should be making at the end of 2021 and the start of 2022 to make sure our financial house is in order. There are many things we can do to lessen our tax burden, increase savings, minimize losses, tighten our budgets, and much more. We have a good conversation about all of these in hopes that our listeners can pick up some very actionable tips to better their financial lives.
Action Items/Talking Points:
We thoroughly cover what end of year moves to make in the following areas:
- Taxes
- Retirement/Investing
- Legal/Estate Planning/Insurance
- Work
- Family/Budget
Key Topics:
- Tax Advantage Accounts
- HSA/FSA
- Allocations
- Dividends
- Re-Balance Portfolio
- Wills/Estate Planning
- Beneficiaries
- Credit Report/Credit Score
- Investing Statement
- Budget
- Benefits
- Credit Card Rewards
- Tax Loss Harvesting
- Insurance Policies
- Emergency Fund
- Social Security
Resources Mentioned In This Episode:
- Check Your Credit Report: annualcreditreport.com
- Check Your Social Security: SSA Website
- Amazon FSA
- Mint
- Lemonade
185 bölüm
Tüm bölümler
×Player FM'e Hoş Geldiniz!
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.