Ep 4: 22 Money Moves For 2022

The Audible Advisor with Spiros Vassilakos

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: [phone]

Email: [e-mail]

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