Ep 74: 22 Money Resolutions For 2022

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By Dave Elizondo. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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 information: https://www.truefinancialpartners.com/ep-74-22-money-resolutions-for-2022/

What we discuss today:

2:24 – Reducing debt

3:10 – Boost savings

4:59 – Prepare for unexpected

6:15 – Don’t overreact

7:19 – Budget

8:02 – Meet with a financial advisor

9:29 – Check beneficiaries

10:57 – Tough conversations

12:07 – Audit your insurance

13:48 – Refinance

14:41 – Organize

15:29 – Check credit

16:19 – Check fees

17:58 – Share knowledge

18:56 – Give back

20:24 – Review tax brackets

21:34 – Roth conversion

22:48 – Update paycheck withholdings

24:03 – Rebalance portfolio

25:09 – Transition to retirement

26:32 – Consolidate accounts

28:55 – Listen to our podcast

97 episodes