Dec. 6, 2021

084 | End of Year Money Moves | Tips To Close Out 2021 & Start 2022 On Solid Financial Footing


Show Summary:

In today’s show, we discuss the money moves you can make right now and over the next few months to close out 2021 and start 2022 on the right foot.

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Intro:

We jump right into the show.  No chit-chat, just right to the good stuff!

Main Discussion:

Gary takes us on a deep dive into what moves we should be making at the end of 2021 and the start of 2022 to make sure our financial house is in order.  There are many things we can do to lessen our tax burden, increase savings, minimize losses, tighten our budgets, and much more.  We have a good conversation about all of these in hopes that our listeners can pick up some very actionable tips to better their financial lives.

Action Items/Talking Points:

We thoroughly cover what end of year moves to make in the following areas:

  • Taxes
  • Retirement/Investing
  • Legal/Estate Planning/Insurance
  • Work
  • Family/Budget

Key Topics:

  • Tax Advantage Accounts
  • HSA/FSA
  • Allocations
  • Dividends
  • Re-Balance Portfolio
  • Wills/Estate Planning
  • Beneficiaries
  • Credit Report/Credit Score
  • Investing Statement
  • Budget
  • Benefits
  • Credit Card Rewards
  • Tax Loss Harvesting
  • Insurance Policies
  • Emergency Fund
  • Social Security 

Resources Mentioned In This Episode:

Thanks for listening!