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/
