Taking Care of Financial Chores
RetirementListen:
On This Episode
Have you ever considered how the mundane tasks we do around the house can offer valuable lessons for managing our finances? In this episode, we’re going to expand on this intriguing analogy. From taking out the trash to cleaning out the fridge, Mark provides insightful advice on maintaining a well-diversified portfolio, updating beneficiaries, and the importance of periodic maintenance.
These kinds of tasks might not be the most exciting, but they’re necessary to help keep everything on track. Tune in to learn how to make smarter choices about your money and ensure your financial health is in top shape!
Here’s what we discuss in today’s show:
- Reviewing your portfolio and making sure that it is well diversified.
- Ensuring that the investments in your portfolio are appropriate for where you are in life.
- Knowing what you want from your financial advisor.
Thanks for joining us! We’ll be back for another show every other Thursday.
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