Ep 4: 22 Money Moves For 2022

The Audible Advisor with Spiros Vassilakos

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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!

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