Get Your Financial House in Order! [2020]

At the beginning of every new year or at tax time when I am under the IRS deadline gun, I vow this year is going to be different and I will finally get organized and make decisions over time instead of at the last minute.

For the second year in a row, we have invited one of our favorite guests who is very knowledgeable and organized to join us. She is Christine Benz, Morningstar’s personal finance guru.

She writes daily personal finance columns for Morningstar, does interviews and podcasts and is the author of several books including 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide To Mutual Funds: 5-Star Strategies for Success. She has also been a WEALTHTRACK regular since the beginning.

We asked her to take us through her financial to-do list for 2020. It is detailed so get out your pens, papers or smartphones and prepare to take notes when you join us.

WEALTHTRACK #1628 broadcast on January 10, 2020

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financial planning,financial planner,