Ready to hit the ground running with your financial resolutions? David gives a list of seven things to cover in this two-part series.
Check out part 1 here: https://coveryourassetskc.com/episode-106-2021-financial-new-years-resolutions-part-1/
Read more and get additional resources here: https://coveryourassetskc.com/episode-107-2021-financial-resolutions-part-2/
What we discuss on this episode:
0:54 - What were the first three financial resolutions?
3:00 - Save as much as you can as early as you can.
7:11 - Are you taking advantage of systematic savings?
12:36 - Have you done your annual net worth statement?
19:17 - Have you checked your beneficiary designations?
Version: 20240731
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