95. Your Financial Check-Up
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95. Your Financial Check-Up
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About this listen
Work With Erica
Erica suggests four actionable tasks: checking your credit report, reviewing your social security statement, calculating your net worth, and verifying your tax withholdings. Each task is designed to take about 10-20 minutes and provides insights into your financial health.
00:43 Tax Season Reminders and Energy Credits
02:20 April Financial Checkup: Four Key Tasks
02:39 #1: Check Your Credit Report
04:12 #2: Review Your Social Security Statement
07:29 #3: Calculate Your Net Worth
09:32 #4: Review Your Tax Withholding
11:30 Recap and Final Thoughts
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Resources Referenced:
Annual Credit Report | www.annualcreditreport.com
Social Security website | www.ssa.gov
Net Worth Tracker | https://docs.google.com/spreadsheets/d/1ptzTAne_AILcTUMQ-G8eu0-44QusfInzF9BicdignXg/copy?usp=sharing
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Connect with Erica | LinkedIn | Website | Newsletter