Time For A Financial Check Up!
How are you progressing toward your retirement goals? If you’re not sure, then it’s time for a financial check up!
About once a year, I like to have an in depth financial review and checkup with each client. It usually involves a progress check on their goals, and an in-depth discussion on what’s changed that might impact their finances, whether their targeted retirement date is still a reality, and how their investment portfolio matches those goals.
We often make an action plan for how to move forward and next steps, and it’s one of the most fulfilling aspects of my work – helping clients clearly see where they want to go and then prioritize with them how to get there. It’s important to do this once a year to make sure you are making progress and moving in the right direction.
So this week on the One Minute Retirement Tip podcast, it’s time for a financial checkup! I’ll walk you through some of the same discussions I have with my clients.
✅ Track your progress toward retirement
✅ Evaluate your spending and budget
✅ Review your estate plan
✅ Discuss debt and take an honest look at your cash situation
To learn more about , be sure to listen to this week’s intro episode and subscribe to the One Minute Retirement Tip wherever you listen to podcasts.
iTunes >>> Episodes 946-952