Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.
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Website: https://centrusfs.com/podcast/
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Roth Accounts and Tax Buckets
Effects Of The Tax Reform & Email Questions
The Tax Train
The 5 Most Common “Pain Points” In Your Financial Life
The Roth Guy
Episode #14: Financial Overhaul
Episode #13: Little Missed Details
Episode #12: 50 Shades Of Gray Area
Episode #11: Mailbag - Paying Off The House, Maxed-Out 401(k), And Book Suggestions
Episode #10: Risk Tolerance
Episode #9: What It's Like To Be A Client
Episode #8: Mailbag
Episode #7: You've Lost That Financial Feeling
Episode #6: Settle the Debate
Episode #5: The Complications Of An Early Retirement
Episode #4: Retirement Planning: More Than Just Investments
Episode #3: Unique Financial Planning Challenges
Episode #2: Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have
Episode #1: Things You Can’t Control (And Things You Can)
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