What can you do now to be in better financial shape at the end of the year? Think about reducing your debt, boosting your retirement savings, or starting a budget. 

As we’ve learned the past few years, it’s more important than ever to stay level-headed when investing and to not make emotional decisions based on headlines.  

Making smarter financial decisions now means having a more prosperous future. On today’s episode, we’ll explore 22 ideas to implement in 2022 that could enhance your retirement plan and stabilize your financial future.

What We Discuss Today:

1:05 – Reduce your debt 

2:06 – Boost retirement savings

2:48 – Prepare for the unexpected 

3:44 – Don’t overreact to headlines 

4:11 – Implement a budget 

4:38 – Meet with an advisor 

5:36 – Check your beneficiary designations 

6:08 – Have those tough conversations 

7:24 – Audit your insurance 

8:09 – Think about refinancing 

8:51 – Organize your financial life 

9:27 – Check your credit 

9:57 – Check your fees 

10:32 – Share your knowledge 

11:19 – Look for donation opportunities 

12:26 – Review your tax bracket 

13:10 – Think about a Roth conversion 

13:59 – Update your paycheck withholdings 

14:52 – Rebalance your portfolio 

15:56 – Plan out your retirement transition 

17:07 – Consolidate your accounts 

18:11 – Listen to more episodes! 

Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx