Episode 24: A Financial What To-Do in 2022!

Jan 26, 2022

We’re all about checking off a to-do list! On this episode, Isaac Wright, CFP®, ChFC®, talks with Ricky Lafon, MBA, CFP®, RICP®, about how a financial checklist can help you mark off key considerations for the beginning of 2022. They broke down some easy steps to get the ball rolling on being more financially aware for the new year.

  • Consider looking back before looking forward.
  • Identifying new life events on the horizon to help prioritize any excess cash flow.
  • The importance of reviewing your employer benefits.
  • Understanding the difference between tax preparation and tax planning…and much more!

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Get your complimentary copy of Financial Checklist for 2022