PODCAST: 22 Life & Money Resolutions for 2022

As we prepare to turn the page to the new year, it’s time to start thinking about our goals and laying out the resolutions we want to achieve in 2022. Sharon and Jeremy will take you through 22 life and money resolutions that will help you grow as a CRNA and put you on a path to financial freedom.

Check it out the interview at the top of the page and use the timestamps to help you navigate through the many topics we discussed.

2:01 – Looking back on 2021

3:17 – Setting goals and resolutions

4:35 – Resolution #1 – Reduce your debt

7:11 – Resolution #2 – Boosting retirement savings

8:41 – Resolution #3 – Prepare for unexpected

10:57 – Resolution #4 – Don’t overreact to the headlines

12:24 – Resolution #5 – Set a budget

15:13 – Resolution #6 – Meet with financial & tax advisors

16:52 – Resolution #7 – Check beneficiary designations

19:39 – Resolution #8 – Carve out time for tough conversations

21:40 – Resolution #9 – Audit your insurance

22:58 – Resolution #10 – See if refinancing your home makes sense

23:46 – Resolution #11 – Organize your finances

25:35 – Resolution #12 – Check your credit

28:06 – Resolution #13 – Understand and review 1099 options

35:06 – Resolution #14 – Have a retirement income plan

31:34 – Resolution #15 – Look for more donation opportunities

33:00 – Resolution #16 – Ask about Roth conversions

34:30 – Resolution #17 – Update paycheck withholdings

35:21 – Resolution #18 – Rebalance your portfolio

35:51 – Resolution #19 – Plan your transition into retirement

37:30 – Resolution #20 – Consolidate your accounts

38:19 – Resolution #21 – Define your why or revisit it

40:08 – Resolution #22 – Listen to more episodes of the podcast

41:24 – 5 signs for good financial health

Investment Advice offered through Private Advisor Group, LLC, a Registered Investment Advisor.