10 Moves to Make Your Money Work Harder

As the year winds down I'm in a reflective mood. In this month's update we unwrap a "Top 10" of smart money moves trending at Redwood Money this year.

Watch the December update to discover:

• Ways to improve your finances without earning more or spending less

• Why high yield cash accounts are in style, and an even better move to make with interest rates rising

• The 5 items on our agenda for Q1 2023 client meetings

• Jeff's scary non-financial goal for next year, and how it could help clients

P.s. Want to have a quick conversation before year end? I will be traveling December 26th-30th, so please schedule time now for this week or next week.
 

👇 Click below to watch or scroll to see a preview of the video content.👇

December Client Update Chapters

• 0:00 Introduction

• 0:42 Thank you! 2022 year in review

• 1:37 Topics we'll cover

• 2:22 It's not just about money

• 3:00 1. Moving cash to high yield savings

• 5:01 2. Paying off high interest debt

• 6:50 3. Rightsizing cash position

• 9:30 4. Scheduling automatic investments

• 10:49 5. Max out tax advantaged accounts (e.g. IRA, 401(k), 529)

• 13:42 6. Reducing money management fees

• 16:23 7. Risk appropriate investment mix

• 17:41 8. Structuring tax advantaged income

• 18:51 9. Tax aware investment management

• 20:14 10. Optimizing employee benefits

• 22:30 Where we're headed in 2023

• 24:15 My big non-financial goal for next year

• 25:40 Action items and next steps