167 Where Do We Go From Here Financially, Tips, Strategies, & Recommendations For Finishing The Year Strong Financially.mp3

When it comes to personal finances, there is a lot to consider at
the end of the year, especially in 2021. We did not see the
pandemic coming, nor did any of us deserve it, but here we are.


The bottom line is this, where do we go from here financially as
2022 is knocking on our door of life. Paul Lawrence Vann provides
tips, strategies, and recommendations to the Wealth Academy
Podcast community.


One of the first things you should consider is to have a
conversation with your entire family, have a money talk, and be
transparent throughout the discussions. Talk about where you are
now and what financial goals do you have for 2022 which assists
with the direction you can take and the financial destination you
can reach in the new year.


Areas of discussion:
Review and or update your beneficiary designationsReview tax
withholdingsReview your insurance needsReview your homeowners or
renters policiesReview your auto insuranceMake an assessment of and
review your portfolio and if needed, diversitySpend eligible Flex
dollarsCheck your emergency savings accountContribute to your
children's college fundMake charitable contributionsStart planning
for the future a wonderful financial future

The sooner you begin this process the better so ask yourself,
where do you go from here financially as the new year is rapidly
approaching.  If you have any questions reach out to Paul
Lawrence Vann by email at info@paulvannspeaks.com and or by phone
(800) 341-6719.


Tune in and listen to up to 167 episodes of Wealth Academy
Podcast at https://bit.ly/3n84XSF