Personal Finance

Do These Financial Tasks Before The Year Ends


Listen to Episode 48:

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Episode 48 Chapters:

  • 02:09: Inventory
  • 03:02: Cashflow
  • 04:03: Savings
  • 04:32: Insurance
  • 05:22: Health
  • 06:29: Episode Break
  • 08:32: Portfolio
  • 09:15: Documents
  • 10:27: Rewards
  • 11:33: Accounts
  • 12:58: Goals

Excerpts and Highlights:

As another year ends, I believe it’s a good time to take stock of what you’ve achieved financially this year — to analyze and learn from your money mistakes, note and celebrate the good decisions you’ve made, and plan how you can do better.

End the year with a clear view of where you are now, so you can navigate the coming year equipped with proper information about your finances, and rightly determine the best way to reach your financial goals.

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