7 Steps to Staying Financially Fit - Podcast Replay

02/12/2025 13 min Temporada 9 Episodio 48
7 Steps to Staying Financially Fit - Podcast Replay

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Episode Synopsis

Rate & review the Simply Financial Podcast on ITunesTaken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips1. Understand Your Assets & Liabilities2.  Assess Your Goals3. Check Your Credit Reports4. Name Your Beneficiaries5. Manage Your Taxes6. Check If Your Investments And Goals Align7. Determine If You Have The Right Insurance