Financial Tweaks That Matter: Small Steps, Big Impact

Ever thought that minor tweaks in your financial plan could lead to major wins? In this episode, we're exploring the surprisingly powerful world of simple financial adjustments. From overlooked savings tricks to smarter insurance choices, we're unpacking those seemingly small steps that can bring about big, positive ripples in your financial life.

 

Here’s some of what we discuss in this episode:

• Keeping the right amount in cash and getting the most out of money you aren’t using.
• Why you want to consider cleaning up old insurance policies and consolidating old 401Ks.
• Looking at areas that might have higher fees/expenses like managed accounts and mutual funds.
• Analyzing the tax-efficiency of your investments.
• Why you need to check your beneficiary designations.

 

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