Preview Mode Links will not work in preview mode

Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

  1. All Episodes
  2. Ep 74: 22 Money Resolutions For 2022

Ep 74: 22 Money Resolutions For 2022

Dec 30, 2021

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

 

Read more and get additional financial information: https://www.truefinancialpartners.com/ep-74-22-money-resolutions-for-2022/

 

What we discuss today: 

2:24 – Reducing debt

3:10 – Boost savings

4:59 – Prepare for unexpected

6:15 – Don’t overreact

7:19 – Budget

8:02 – Meet with a financial advisor

9:29 – Check beneficiaries

10:57 – Tough conversations

12:07 – Audit your insurance

13:48 – Refinance

14:41 – Organize

15:29 – Check credit

16:19 – Check fees

17:58 – Share knowledge

18:56 – Give back

20:24 – Review tax brackets

21:34 – Roth conversion

22:48 – Update paycheck withholdings

24:03 – Rebalance portfolio

25:09 – Transition to retirement

26:32 – Consolidate accounts

28:55 – Listen to our podcast