Ever thought that minor tweaks in your financial plan could lead to major wins? Join us in this episode as we unravel the surprisingly powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life.
While it’s important to eventually get a comprehensive financial plan for yourself, sometimes even just a few minor adjustments in your portfolio can make a big difference. From finding the right balance in your cash reserves to consolidating old 401Ks, Phil and Marc are here to discuss a few easy places to start…
If you enjoy this week’s episode, don’t forget to tune back in for part 2!
Here’s some of what we discuss in this episode:
- The right amount in cash [1:41]
- Old life insurance policies [6:32]
- Consolidate old 401Ks [9:55]
- Reconsider managed accounts [13:06]
- Replacing high-expense mutual funds [14:40]
If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.