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Ep 216: Cleaning Out Your Financial Closet
Manage episode 407397507 series 3560500
Contenuto fornito da Victor Medina. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Victor Medina o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this episode, let’s see what principles we can take from a closet clean-out that we can apply to our financial lives. We want to make sure you have everything set up correctly so that it’s organized in a way that serves you rather than just being a collection of stuff that we’ve thrown in over the years.
Here is some of what you’ll learn in this episode:
- How our financial portfolio often becomes a closet where we just store old stuff. (1:10)
- Where do you even start when you try to organize your finances? (2:54)
- Is this something you can do completely on your own? (5:53)
- Tips for staying organized once you declutter your financial closet. (9:08)
- How Palante Wealth can help with your finances. (12:59)
About Retirease Radio:
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Connect:
Medina Law Group: https://www.jerseyestateplanning.com/
Palante Wealth Advisors: https://palantewealth.com/
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