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Time For A Financial Check Up!

by | May 17, 2021 | Money Tips, One Minute Retirement Tip, Podcast, Retirement, YouTube

 

Time For A Financial Check Up!

This week on The One Minute Retirement Tip Podcast, I’m talking about “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.

Topics covered:

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. 

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ABOUT THE AUTHOR

ASHLEY M. MICCICHE, QPFC®, CRPC®, CEXP®

Ashley helps business owners exit their business and retire with financial security. As a Certified Exit Planner she specializes in helping business owners navigate the maze of decisions that need to happen from full-time running their business to retirement.

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