Episode 4: 22 Money Moves For 2022

What can you do now to be in better financial shape at the end of the year?

What can you do now to be in better financial shape at the end of the year? Think about reducing your debt, boosting your retirement savings, or starting a budget.

As we’ve learned the past few years, it’s more important than ever to stay level-headed when investing and to not make emotional decisions based on headlines.

Making smarter financial decisions now means having a more prosperous future. On today’s episode, we’ll explore 22 ideas to implement in 2022 that could enhance your retirement plan and stabilize your financial future.

 

What We Discuss Today: 

1:05 – Reduce your debt

2:06 – Boost retirement savings

2:48 – Prepare for the unexpected

3:44 – Don’t overreact to headlines

4:11 – Implement a budget

4:38 – Meet with an advisor

5:36 – Check your beneficiary designations

6:08 – Have those tough conversations

7:24 – Audit your insurance

8:09 – Think about refinancing

8:51 – Organize your financial life

9:27 – Check your credit

9:57 – Check your fees

10:32 – Share your knowledge

11:19 – Look for donation opportunities

12:26 – Review your tax bracket

13:10 – Think about a Roth conversion

13:59 – Update your paycheck withholdings

14:52 – Rebalance your portfolio

15:56 – Plan out your retirement transition

17:07 – Consolidate your accounts

18:11 – Listen to more episodes!

 

Quotable Moment: 

“You have to hang on to your emotions and make sure you don’t make any bad decisions… Don’t base your decisions on your emotions.” – Spiros Vassilakos

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SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com