7 Year-End Money Money Moves You Should Make | Guest: Talaat McNeely

Episode #18
November 25, 2020

2020 is almost over! It is time to get your year-end plan together. And in this episode, we are talking with Talaat McNeely from HisAndHerMoney.com about the year-end money moves you should be making.

Here are the questions we answer:

Question 1: What is the best way to start saving for a child’s future college fund?

Question 2: Should I rent and save 15% for retirement or reduce my retirement savings and put it toward a down payment on a house.

Additional Notes:

Moves you should make before year-end

  1. Review your last 12 months of spending
  2. Obtain a recent copy of your credit report
  3. Take a look at your debt balances
  4. Establish new short-term goals
  5. Assess all of your investments
  6. Determine your contributions to charity
  7. Make sure you have sufficient life insurance

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