Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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What can you do at the end of the year to set yourself up for financial success in 2024?
In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.
I’ll cover:
- Why is an end-of-year financial review important?
- Setting goals for the next 3 years
- Assessing your spending plan
- Evaluating your investments
- Building a financial safety net
- And more
116 episodes