2022 is coming to an end. What were your biggest takeaways and lessons for the year, financial or otherwise? A volatile stock market, rising interest rates, and uncertainty left a lot of people feeling uneasy about their investments but there’s a silver lining. Katie Gatti from Money With Katie joins us to share her top five takeaways from 2022. She says that if you got through 2022 and have a clear outlook on your financial plan for the upcoming year, you are in a better position than you might think. She talks about lessons from crypto, the bond market comeback, why diversification still matters, and more.
We’re also talking about Flexible Spending Accounts (FSA) today. Shawna Hausman from FSAStore joined us to help you spend those FSA dollars before the year-end deadline. She shares some of the less-known items and products that qualify and shares a calculator to help you determine how much to contribute to your FSA next year. Then we’ll hear Nick’s question about cutting expenses and Doug will share his trivia.
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
- Shawna Hausman from FSAStore joined us to share tips and recommendations to spend your FSA dollars before they expire. Watch the full interview on our YouTube page:
Watch the interview on our YouTube page:
- In Dr. Seuss’ epic tale The Grinch Who Stole Christmas, what were three words used to describe the Grinch?
Need life insurance? You could be insured in 20 minutes or less and build your family’s safety net for the future. Use StackingBenjamins.com/HavenLife to calculate how much you need and apply.
- Nick from Alaska has horrible budgeting problems (he said he would buy presents for every kid!) and wants to know how to cut expenses when there’s nowhere else to trim the budget.
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Written by: Brooke Miller
Miss our last show? Listen here: More Time on Holidays, Less Time Cooking (with Karen Nochimowski)