Ep 161: 22 Life & Money Resolutions for 2022
Beyond The Mask: Innovation & Opportunities For CRNAs · Jeremy Stanley
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Show Notes
As we prepare to turn the page to the new year, it’s time to start thinking about our goals and laying out the resolutions we want to achieve in 2022. Sharon and Jeremy will take you through 22 life and money resolutions that will help you grow as a CRNA and put you on a path to financial freedom.
Read more: https://beyondthemaskpodcast.com/ep-161-22-life-money-resolutions-for-2022/3132/(opens in a new tab)
Get the CE certificate here: https://beyondthemaskpodcast.com/wp-content/uploads/2020/04/Beyond-the-Mask-CE-Cert-FILLABLE.pdf
Make a Memorial or Tribute Gift to the AANA: https://www.aana.com/docs/default-source/foundation-aana-com-web-documents-(all)/memorial-and-tribute-gift-summary.pdf?sfvrsn=de8545b1_0
What we discuss in this episode:
2:01 – Looking back on 2021
3:17 – Setting goals and resolutions
4:35 – Resolution #1 – Reduce your debt
7:11 – Resolution #2 – Boosting retirement savings
8:41 – Resolution #3 – Prepare for unexpected
10:57 – Resolution #4 – Don’t overreact to the headlines
12:24 – Resolution #5 – Set a budget
15:13 – Resolution #6 – Meet with financial & tax advisors
16:52 – Resolution #7 – Check beneficiary designations
19:39 – Resolution #8 – Carve out time for tough conversations
21:40 – Resolution #9 – Audit your insurance
22:58 – Resolution #10 – See if refinancing your home makes sense
23:46 – Resolution #11 – Organize your finances
25:35 – Resolution #12 – Check your credit
28:06 – Resolution #13 – Understand and review 1099 options
35:06 – Resolution #14 – Have a retirement income plan
31:34 – Resolution #15 – Look for more donation opportunities
33:00 – Resolution #16 – Ask about Roth conversions
34:30 – Resolution #17 – Update paycheck withholdings
35:21 – Resolution #18 – Rebalance your portfolio
35:51 – Resolution #19 – Plan your transition into retirement
37:30 – Resolution #20 – Consolidate your accounts
38:19 – Resolution #21 – Define your why or revisit it
40:08 – Resolution #22 – Listen to more episodes of the podcast
41:24 – 5 signs for good financial health