32. Part 2: How to Do Your 2021 Financial Review

Following on from part-one of our two part 2021 Financial Review series, today's episode takes a look back at 2021; how we went financially, whether our personal net worth values have changed and by how much, and why. 

Specifically, we chat about: 

• What to do with new inflows of cash as we meet new financial goals and fee up cash
• Scenario planning for your finances in 2022 – i.e. growing your family, getting a pay rise, working a yearly holiday into your budget etc.
• Whether we include physical assets in your net worth and therefore financial review/check in
• Plus,  a very exciting announcement from Cat!

Plus some extra fun stories at the end which are bound to make you laugh.
 
Check out our website and show notes at www.itsnosecret.co.nz/32

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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz