Episode notes
Episode Summary: In this episode of "Financial Advisors Say the Darnedest Things," AB Ridgeway, aka Mr. Christian Finance, delves into the importance of reflecting on the year's financial goals, offering practical advice on financial planning, debt management, retirement contributions, and beneficiary designation. Drawing parallels from biblical narratives, Ridgeway emphasizes the significance of aligning financial decisions with spiritual principles.
Key Takeaways:
- Reflecting on Financial Goals: Ridgeway underscores the importance of reflecting on past financial decisions to recalibrate goals for the upcoming year. By taking stock of achievements and shortcomings, individuals can align their financial plans with their values and aspirations.
- Practical Financial P ...
Keywords
end of year financial planning4 financial tips to help you at the end of the yearthe story of isaac jacob and esau proves we should have beneficiaries on our accountend of year financial checklistend of year checklist for financial planningwhat should i do to fix my portfolio at the end of the yearshould i rebalance my account before the end of the year