More Than Money Episode 18 | 7 Year-End Money Moves You Should Make | Guest: Talaat McNeely
Nov 25, 2020
27:38
2020 is almost over! It is time to get your year-end plan together. And in this episode, we are talking with Talaat McNeely from HisAndHerMoney.com about the year-end money moves you should be making.
Listener questions answered:
What is the best way to start saving for a child's future college fund?
Should I rent and save 15% for retirement or reduce my retirement savings and put it toward a down payment on a house.
Other notes:
Moves you should make before year-end
1. Review your last 12 months of spending
2. Obtain a recent copy of your credit report
3. Take a look at your debt balances
4. Establish new short-term goals
5. Assess all of your investments
6. Determine your contributions to charity
7. Make sure you have sufficient life insurance
Episode Sponsor:
Most churches struggle to get people to give. SecureGive has created a system that helps churches increase giving so their ministry is funded to reach their community. SecureGive helps churches increase giving in 3 ways: software that makes giving easy, a custom growth strategy, and ongoing stewardship resources. They stand out by offering a real ministry partnership, the most cost-effective solution with the lowest processing rates, and the most comprehensive giving platform available. Use the code 'RAINER 20' to get 20% off your first year! Learn more here: https://www.securegive.com/
Listener questions answered:
What is the best way to start saving for a child's future college fund?
Should I rent and save 15% for retirement or reduce my retirement savings and put it toward a down payment on a house.
Other notes:
Moves you should make before year-end
1. Review your last 12 months of spending
2. Obtain a recent copy of your credit report
3. Take a look at your debt balances
4. Establish new short-term goals
5. Assess all of your investments
6. Determine your contributions to charity
7. Make sure you have sufficient life insurance
Episode Sponsor:
Most churches struggle to get people to give. SecureGive has created a system that helps churches increase giving so their ministry is funded to reach their community. SecureGive helps churches increase giving in 3 ways: software that makes giving easy, a custom growth strategy, and ongoing stewardship resources. They stand out by offering a real ministry partnership, the most cost-effective solution with the lowest processing rates, and the most comprehensive giving platform available. Use the code 'RAINER 20' to get 20% off your first year! Learn more here: https://www.securegive.com/