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Money Talks: End of Year Checklist

Money Talks: End of Year Checklist

12/13/2022

Money Talks · MPB Think Radio

December 13, 202244m 44s

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Show Notes

It’s time for you to get in gear for the end of the year. December is a great time to reflect on the past and prepare for the future. What money decisions do you need to make before 2023? We’ll find out from our expert and take your personal finance questions.


Free credit report: https://www.annualcreditreport.com/index.action

Find a personal finance advisor: http://moneytalks.mpbonline.org/episodes/money-talks-choosing-a-professional


  • Update beneficiaries and passwords 
  • Review your tax situation
  • Update will and advanced heath care directive
  • Contribute to retirement
  • Budget
  • Review your insurance



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