22 Money Moves For 2022
Spiros Vassilakos · CEO & Private Wealth Advisor
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!
Quotable Moment:
“You have to hang on to your emotions and make sure you don’t make any bad decisions… Don’t base your decisions on your emotions.” – Spiros Vassilakos”
This piece is adapted from The Audible Advisor, hosted by Spiros Vassilakos. It is educational in nature and is not individualized investment, tax, or legal advice.
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