End of year financial reflection: How would you grade your finances this year?

Jeff Gardner
10 replies
* What did you do well? * What did you not do well? * Anything you're planning on changing for 2023?

Replies

Michael Silber
* What did you do well? -> I spoke with a financial planner and budgeted a house * What did you not do well? -> I bought a house (I have no more money...) * Anything you're planning on changing for 2023? -> Max out my 401k again — my wife and I needed a slight cash boost in the short term and now we can go back to investing in our retirement
Márcia Monteiro
@product_at_producthunt I love that you're like: "the good: budgeted, the bad: executed" 😆
Jeff Gardner
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@product_at_producthunt But now you have a house! 😅 That's got to count for something right!?
Fanni Csincsák
* What did you do well? -> Invested into me. * What did you not do well? -> Bought too many electronic devices. * Anything you're planning on changing for 2023? -> Invest more time, energy, and money into learning trading.
Márcia Monteiro
@fannicsincsak number 2 is the best haha eletronic devices ftw!
Noppakun Wongsrinoppakun
* What did you do well? -> Sticking to my budget on monthly expenses. With a few exceptions * What did you not do well? -> Spent too much unnecessarily. Especially when I'm traveling. Booking flights and accommodation last minute make things a lot more expensive. And not investing. * Anything you're planning on changing for 2023? -> Staying in one place, having a routine, and an even tighter budget. And invest more.
Márcia Monteiro
- I saved more than expected and made sure to prioritize my choices. - I did not account for such major delays in some of my investments (nor housing haha) so things slowed down a bit. - Hopefully getting point 2 sorted so I can get back on track!! 🙌🏼