All Episodes

July 14, 2022 17 mins

It’s hard to believe, we’re already halfway through 2022. Before you know it, it’s going to be Thanksgiving and then the end of the year. Now is a good time to be considering your finances and planning for your taxes.

 

Key topics on this episode: 

2:42 – Roth conversions

6:13 – Personal changes

8:19 – Review investments

10:11 – Tax diversified

11:09 – Review debt

12:59 – Budget

14:02 – Emergency funds

14:32 – Legal documents

 

Get additional resources online: http://smartmoneyquestions.com 

Mark as Played

Advertise With Us

Popular Podcasts

24/7 News: The Latest
Therapy Gecko

Therapy Gecko

An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.

The Joe Rogan Experience

The Joe Rogan Experience

The official podcast of comedian Joe Rogan.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.