32 min
Ep 22: 22 Money Resolutions For 2022 Caffeine And Cash Flow with Michael Schulte
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- Investing
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.
Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-22-22-money-resolutions-for-2022/242/
What we discuss in this episode:
2:54 – Reduce debt
4:31 – Boost savings
5:44 – Prepare for unexpected
7:25 – Don’t overreact
8:51 – Budget
10:29 – Meet with a financial advisor
11:49 – Tough conversations
13:39 – Audit insurance
14:25 – Refinance
15:36 – Organize
16:38 – Check credit
17:30 – Check fees
18:30 – Share knowledge
19:52 – Give back
21:10 – Review tax brackets
22:11 – Roth conversion
23:13 – Update paycheck withholdings
24:39 – Rebalance portfolio
26:10 – Transition to retirement
27:21 – Consolidate accounts
28:06 – Listen to our podcast
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.
Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-22-22-money-resolutions-for-2022/242/
What we discuss in this episode:
2:54 – Reduce debt
4:31 – Boost savings
5:44 – Prepare for unexpected
7:25 – Don’t overreact
8:51 – Budget
10:29 – Meet with a financial advisor
11:49 – Tough conversations
13:39 – Audit insurance
14:25 – Refinance
15:36 – Organize
16:38 – Check credit
17:30 – Check fees
18:30 – Share knowledge
19:52 – Give back
21:10 – Review tax brackets
22:11 – Roth conversion
23:13 – Update paycheck withholdings
24:39 – Rebalance portfolio
26:10 – Transition to retirement
27:21 – Consolidate accounts
28:06 – Listen to our podcast
32 min