Ever thought that minor tweaks in your financial plan could lead to major wins? Join us as we jump back into our conversation on the 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. If you missed part 1, you can check it out here!
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 checking beneficiary designations to automating your savings, Phil and Marc are here to discuss a few more easy steps you can take to enhance your financial well-being.
Here’s some of what we discuss in this episode:
- Tax efficiency of investments [1:28]
- Checking beneficiary designations [6:15]
- Rebalancing your portfolio [10:05]
- Emergency fund balance [12:55]
- Automating your savings [17:37]
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.