Ep 115: 22 Money Resolutions for 2022 Part 2

Phil's Tax Hacks · Dec 21, 2021 · 19m

2022 is almost here! On today’s episode, we’ll finish our 22 money resolutions for 2022. How many of these can you accomplish?

Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-115-22-money-resolutions-for-2022-part-2/

What we discuss today:

1:00 – Check your credit

2:48 – Check your fees

5:12 – Share your knowledge

6:45 – Donation opportunities

7:44 – Review your tax bracket

8:14 – Think about Roth conversions

11:11 – Update paycheck withholdings

12:34 – Rebalancing your portfolio

13:48 – Plan your retirement transition

15:21 – Consolidate your accounts…