A 7-Step Annual Financial Checklist for 2021
6.5 هزار بار بازدید -
4 سال پیش
-
The start of a new
The start of a new year is the perfect time to review your finances. We can learn from any mistakes we made in the past year and make sure our finances are working to meet our goals.
✅ Personal Capital: https://go.robberger.com/empower/yt-
✅ Vanguard Study: https://investor.vanguard.com/investi...
✅ Investment Tracking Spreadsheet: https://docs.google.com/spreadsheets/...
✅ Net Worth Template: https://docs.google.com/spreadsheets/...
0:00 Annual Financial Checkup
0:57 #1 Update Net Worth Statement
3:36 #2 Review how you spent money last year
6:15 #3 Rebalance your investments
9:01 #4 Check your investment expenses
13:20 #5 Increase retirement contributions
15:17 #6 Plan your charitable giving
17:14 #7 Simplify your finances
TOOLS & BOOKS I LOVE
My Book (of course): https://amzn.to/3by10EE
Personal Capital: https://go.robberger.com/empower/yt-
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: @rob_berger
Facebook: Facebook: financialfreedomguy
Twitter: Twitter: Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
✅ Personal Capital: https://go.robberger.com/empower/yt-
✅ Vanguard Study: https://investor.vanguard.com/investi...
✅ Investment Tracking Spreadsheet: https://docs.google.com/spreadsheets/...
✅ Net Worth Template: https://docs.google.com/spreadsheets/...
0:00 Annual Financial Checkup
0:57 #1 Update Net Worth Statement
3:36 #2 Review how you spent money last year
6:15 #3 Rebalance your investments
9:01 #4 Check your investment expenses
13:20 #5 Increase retirement contributions
15:17 #6 Plan your charitable giving
17:14 #7 Simplify your finances
TOOLS & BOOKS I LOVE
My Book (of course): https://amzn.to/3by10EE
Personal Capital: https://go.robberger.com/empower/yt-
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: @rob_berger
Facebook: Facebook: financialfreedomguy
Twitter: Twitter: Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
4 سال پیش
در تاریخ 1399/10/15 منتشر شده
است.
6,595
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