Episode #90 – Do a Financial “State of the Union” before 2020

The year is about to wrap up. How are your finances? Not sure? On this episode, I walk your through your “Financial State of the Union.”

You can also download the episode here.

Episode Notes:

  1. Review your generosity.
  2. Review your cash accounts.
  3. Review your debts.
  4. Review your retirement account.
  5. Review your net worth.
  6. Review 2019 goals and set 2020 goals.

Money Challenge:

Do your financial State of the Union. Review your generosity, cash accounts, debts, retirement accounts, net worth, and use any year-end bonuses to help pay off debt or prepare for retirement. Understanding that state of your finances now will help you make better money decisions in 2020.

Please note: I reserve the right to delete comments that are offensive or off-topic.

Leave a Reply

Your email address will not be published. Required fields are marked *