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Easy Wins in Personal Finance (Part 1)
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Innehåll tillhandahållet av Donna Kendrick. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Donna Kendrick eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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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