Financial Resolutions for 2023

Published: Jan. 19, 2023, 4:36 p.m.

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How are your resolutions doing so far? If you haven\\u2019t made any yet or have dropped the ones you started, maybe it\\u2019s time to pick up some financial resolutions.

Brian talks about what you\\u2019ll want to do to get the year started off right. Then we talk about some things that happen in life, good and bad, and how to prepare for them financially.

Here\\u2019s what we discuss on today\\u2019s show:

  • What financial resolutions should you adopt? (0:12)
  • Do you understand what you\\u2019re invested in? (4:12)
  • Stop giving away retirement money in hidden fees. (5:59)
  • Get a financial review when moving to a new job. (11:04)
  • Receiving an inheritance is easier to walk through with an established relationship with an advisor. (12:32)
  • Saving in an HSA can help with medical expenses now and later. (15:09)
  • Prices are going up. (18:19)

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Get Additional Information: https://financialplanningva.com/podcast/

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