95. Your Financial Check-Up

Consultants and Money

Apr 01, 2025•13 min•Season 1Ep. 95

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Episode description

Work With Erica

Erica suggests four actionable tasks: checking your credit report, reviewing your social security statement, calculating your net worth, and verifying your tax withholdings. Each task is designed to take about 10-20 minutes and provides insights into your financial health.

00:43 Tax Season Reminders and Energy Credits

02:20 April Financial Checkup: Four Key Tasks

02:39 #1: Check Your Credit Report

04:12 #2: Review Your Social Security Statement

07:29 #3: Calculate Your Net Worth

09:32 #4: Review Your Tax Withholding

11:30 Recap and Final Thoughts

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Resources Referenced:

Annual Credit Report | www.annualcreditreport.com

Social Security website | www.ssa.gov

Net Worth Tracker | https://docs.google.com/spreadsheets/d/1ptzTAne_AILcTUMQ-G8eu0-44QusfInzF9BicdignXg/copy?usp=sharing

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