New Year, New Finances

Something More with Chris Boyd · Dec 30, 2023 · 24m

New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below) which highlights five steps that all investors should consider taking to help boost their financial fitness in the new year. Chris, Scott, and Jeff offer their commentary and suggestions on the five following financial resolutions: 1. Resolution 1: Creating a budget. 2. Resolution 2: Managing your debt. 3. Resolution 3: Optimizing your portfolio. 4. Resolution 4: Preparing for the unexpected. 5. Resolution 5: Protecting your…