Are You on Track? Our 2024 Financial Review

09/02/2025 51 min Episodio 97
Are You on Track? Our 2024 Financial Review

Listen "Are You on Track? Our 2024 Financial Review"

Episode Synopsis

What are the critical financial elements to track and review each year pre- and post-FI? In this episode, Eric and Jason share their processes and learnings from their 2024 annual review. Topics covered include tracking net worth and withdrawal rate, portfolio management, taxes, and much more.
Show notes: https://twosidesoffi.com/2024review