How to Do an End of Year Finance Review & Plan | Queer Money Ep. 466 - podcast episode cover

How to Do an End of Year Finance Review & Plan | Queer Money Ep. 466

Dec 26, 202326 minSeason 8Ep. 466
--:--
--:--
Listen in podcast apps:
Metacast
Spotify
Youtube
RSS

Episode description

It’s just been a rollercoaster of a year. 

The stock market’s been up - the S&P’s up about 20%, but real estate is softening but inflation’s up and even though wages are also up wages haven’t kept up with inflation.

Granted those are all systemic issues.

And what the markets are doing and the news is reporting could be totally different from what we’re as individuals may be experiencing.

So, how do you know the difference and how do I plan for next year? 

This is Queer Money episode #466 and today we’re joined again by Adam Davis of Capital One to talk about how to do an annual look back and look ahead at your personal finances to plan for a successful 2024.

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

Follow us:


Download your FREE Queer Money Kickstarter a 9-step Guide to Kickstart Your Journey to Financial Independence

Mentioned in this episode:

Get the FREE Happy Gay Retirement Calculator

Are you on the path to a tragic, basic, happy or fabulous retirement? Find out where and begin your journey to a better retirement with our Happy Gay Retirement Calculator.

Happy Gay Retirement Calculator

Support the Queer Money podcast

We love bringing you new content every week. Help us keep doing that. Click the link below to support our mission of financial empowerment for the LGBTQ+ community.

Support the Queer Money podcast - Buy us some coffee

For the best experience, listen in Metacast app for iOS or Android
Open in Metacast
How to Do an End of Year Finance Review & Plan | Queer Money Ep. 466 | Queer Money®: How Gay People Do Money podcast - Listen or read transcript on Metacast