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Easy Wins in Personal Finance (Part 1)
Manage episode 381756287 series 2991025
Sisällön tarjoaa Donna Kendrick. Donna Kendrick tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start…
Here’s some of what we discuss in this episode:
- Establishing the right amount of yield cash as a financial safety net
- Cleaning up some old life insurance policies
- Consolidating retirement accounts when changing jobs to maintain control and stay organized
- Reconsidering managed accounts to ensure that they are actively managed and offer value for the fees paid
- Reviewing the fees and expense ratios of your mutual funds
Get additional financial information: https://sephtonfinancial.com/podcasts/
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