Episode 58: 5 Financial New Year’s Resolutions If You’re Over 60

As you enter the new year, do you have these items on your list of resolutions and to-dos? For those over 60 years old, this list will help you gain the clarity and confidence in your financial direction.

 

Show Notes and Additional Resources: https://coveryourassetskc.com/episode-58-5-financial-new-years-resolutions-if-youre-over-60/ 

 

Today's Rundown: 

1:29 - What resolutions to follow between 50 and 60 years old.

2:54 - Calculate your net worth statement every year.

4:54 - Update your financial plan.

6:38 - Make sure your estate plan is updated.

9:16 - Rebalance your portfolio.

14:06 - Evaluate your insurance coverages.