The Personal Finance Podcast The Year End Money Checklist! (Make Sure You do This!)
Dec 18, 2023
The hosts discuss automating finances and cutting costs, prioritizing spending and tracking net worth, reducing tax liability and completing year-end financial tasks, estate planning and organizing documents, personal finance goals and planning for windfalls, and maintaining cybersecurity.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Automating Finances and Cutting Costs
04:17 • 7min
Prioritizing spending and tracking net worth
11:28 • 6min
Reducing Tax Liability and Year-End Financial Tasks
17:17 • 6min
Year End Financial Tasks: Estate Planning, Document Organization, Goal Setting, Insurance Coverage, and Emergency Fund Review
23:14 • 3min
Personal finance goals and planning for windfalls
26:37 • 4min
Protect Your Personal Information and Maintain Cybersecurity
30:26 • 3min