Dec 30, 2023
New Year Resolutions – As the new year is upon us, Chris Boyd is
joined by Scott
Birmingham and Jeff Perry to discuss an article on the Schwab
website (see link below)
which highlights five steps that all investors should consider
taking to help boost their
financial fitness in the new year. Chris, Scott, and Jeff offer
their commentary and
suggestions on the five following financial resolutions:
1. Resolution 1: Creating a budget.
2. Resolution 2: Managing your debt.
3. Resolution 3: Optimizing your portfolio.
4. Resolution 4: Preparing for the unexpected.
5. Resolution 5: Protecting your estate.
https://www.schwab.com/learn/story/new-years-financial-resolutions-get-your-finances-
in-shape
Chris Boyd New Year Resolutions
Financial planning 2023
Budgeting and debt management tips
Portfolio optimization strategies
Estate protection advice
Scott Birmingham financial insights
Jeff Perry investment strategies
Schwab financial resolutions article
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