Description

We're back to wrap up our discussion on easy personal finance wins. While crafting a comprehensive financial plan is crucial, sometimes making minor adjustments in your portfolio can yield significant benefits. Listen in as we share some more powerful strategies to help get your financial house in order.

Here's some of what we discuss in this episode:

• Analyzing the tax efficiency of your investments
• Regularly reviewing and updating beneficiary designations
• Rebalancing your investment portfolio
• Accurately assessing and funding your emergency fund by tracking your spending patterns
• The benefits of automating your savings

Get additional financial information: https://sephtonfinancial.com/podcasts/