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Your Financial Wellness Check-Up
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Innhold levert av Donna Kendrick. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Donna Kendrick eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. In today’s episode, Donna gives us a glimpse at what financial wellness checkups look like at Sephton Financial.
Here are the points we discuss in today’s show:
0:00 – Intro
1:02 – Reviewing your goals
3:04 – Checking your “vitals”
5:40 – Building financial immunity
7:18 – Screening your portfolio
9:13 – Debt diagnosis
11:41 – Preventative measures
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial Channel - YouTube
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