This is part 2 of 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.
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
Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.