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.”
- Review your generosity.
- Review your cash accounts.
- Review your debts.
- Review your retirement account.
- Review your net worth.
- Review 2019 goals and set 2020 goals.
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.