A lot of Americans are using this lockdown time to clean up around the house so let’s channel that energy to getting our finances organized as well. We’re going to open the doors to that financial closet you haven’t looked into for some time and talk about how to get everything in order.
Read more and get additional resources here: https://retirementplaybookpodcast.com/uncategorized/ep-12-cleaning-out-your-financial-closet/1250/
Today's show schedule:
2:53 – Let’s clean out the financial closet
3:46 – Help us make sense of the analogy first.
4:43 – Every has a different way of organizing their finances.
6:12 – How can we begin the process of getting organized?
7:10 – Some other ideas for organizing.
8:14 – Budgeting is still important in retirement
9:56 – Now is the perfect time to take on some of these things.
11:41 – Do the things we have still match our goals?
Ep 70: Should You Follow These Retirement Rules of Thumb?
Ep 69: Navigating Retirement and Divorce
Ep 68: Retirement Planning Pop Quiz
Ep 67: Are You A Risk Taker? How To See If Your Tolerance for Risk Matches Your Plan
Ep 66: Picking Sides in Important Financial Debates
Ep 65: Are These Retirement Statistics Encouraging or Disturbing?
Ep 64: Counting Down the Days Until Retirement
Ep 63: Common Retiree Housing Questions
Ep 62: The Retirement Diet - Fixing Unhealthy Financial Habits
Ep 61: Home Run Retirement Planning
Ep 60: Guessing at Retirement Planning
Ep 59: Who Even Needs an Advisor?
Ep 58: Planning for The Things We Can’t Predict
Ep 57: Don’t Fumble Your Retirement in The Financial Red Zone
Ep 56: How “The Great Resignation” Could Impact You or A Loved One’s Retirement
Ep 55: Sorting Out What’s Important About Legacy Planning
Ep 54: 5 Signs of Financial Health
Ep 53: Retirement Jigsaw Puzzle
Ep 52: Unreasonable Requests for Your Advisor
Ep 51: What Is Your Retirement Dream?
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