
Episodes

Thursday Sep 09, 2021
Ep 48: Red Flags in Your Finances
Thursday Sep 09, 2021
Thursday Sep 09, 2021
Are you missing these financial red flags? Depending on how you answer these questions, this may be your sign to speak to a financial advisor about planning and diversifying your portfolio correctly.
Read more and get additional financial information: https://retirementplaybookpodcast.com/retirement-strategy/ep-48-red-flags-in-your-finances/1496/
Key Points:
2:00 – Can you name all your investments?
4:49 – How often do you meet with your financial advisor?
7:56 – Can you handle account balances moving?
9:51 – How much do you need to maintain your lifestyle?
12:05 – Can you describe your retirement plan?
Version: 20221013
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