Your Financial Wellness Check-Up

24/10/2024 20 min
Your Financial Wellness Check-Up

Listen "Your Financial Wellness Check-Up"

Episode Synopsis

Did you know this week is National Retirement Security Week? This is a great time to have a conversation about financial wellness. 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, we’re going to talk about areas you should pay attention to at every stage, whether you’re far away from retirement, approaching retirement soon, or already retired.  Liz shares her expertise on setting clear retirement goals, managing cash flow, developing effective investment strategies, and more. Don’t miss these valuable insights to help keep you on track!Here’s some of what we discuss in today’s show:Setting clear financial goals + keeping track of your budgeting and spendingMaintaining an emergency fund to handle unexpected expenses and emergenciesHaving the right investment strategy based on your time horizon and cash flow needsSuccessfully managing and reducing your debt levelsProactively preparing for healthcare costs and taxesWhat Liz’s follow-up process looks likeSubscribe to Liz's YouTube Channel: Best Path Advisors - YouTube