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

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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

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