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 - YouTube
