9 Financial Tips for May 2023 from Financial Planners and Advisors

Ep 083: Lately with our show, we've been going into a lot of purpose driven topics and naturally, our goal is to be tying money and purpose as part of our Practice, but also as a podcast theme here on The Retirement Success in Maine Podcast. Sometimes, we think that we need to lean back into the financial end on this show, and that's exactly what we are going to do on this episode! In this episode, you’ll hear from Austin, Ben, and Curtis, from Guidance Point Advisors, directly as they are going to share with you some of the top financial tips that they are providing in their financial planning and advisory sessions each day.

Chapters:

Take a hard look at your cash accounts. [2:22]

Take a look at your debts. [7:42]

Pad your emergency fund. [10:04]

Fight Inflation. [13:43]

Re-think your stock to bond mix. [26:45]

Be greedy when others are fearful. [28:00]

Consider a ROTH Conversion. [31:40]

Check your pandemic subscriptions. [33:24]

Be careful of what you hear/see online. [36:45]