Here are all the financial moves you should aim to finish before the end of the year to ensure you finish the year strong and set yourself up for success next year. We cover the basics you’ve already thought of but might not have done yet and some new ideas you may not have thought of.
Erica joins this week’s podcast as we talk about:
– Spending all of the money in your FSA
– Maxing out your tax-advantaged accounts like HSA, 401K, 403b, 457B, and more
– Contribute to an IRA or Roth IRA before the annual deadline
– Tax planning items to think about before next year
– Making any health appointments and taking advantage of any deductibles already met
– Checking your credit report
– Unsubscribing from emails
– Tracking your expenses
– Reviewing what you’re paying for insurance policies
– Refinancing high-interest debt
– Ensuring your emergency fund is in a good place
– Setting up automatic savings
– Setting your financial intentions for next year
Show References:
- Wealthfront referral link
- Monarch 30-day FREE trial – Maggie & Greg’s Referal link
- Rocket Money App
- Inside Out Money episode #055 – Our formula for how much to keep in your emergency fund
- Inside Out Money podcast #023 – 4 reasons HSAs are awesome and how to maximize the benefits of Health Savings Accounts
- Inside Out Money episode #080 – We’re all going to die, so let’s talk about life insurance
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