Easy Wins in Personal Finance (Part 1)
Retirement Elevated Podcast with Sean Lee

Easy Wins in Personal Finance (Part 1)

2023-11-02
From having the right amount of money in the bank to consolidating your accounts, there are simple ways you can improve your finances. On this two-part series, we discuss some of the easy wins you can make when it comes to your financial life. These things can add up to make a big difference, so stay tuned!   Here’s some of what we discuss in this episode: Having the right amount in cash. Finding the life insurance policy for you. Consolidating your 401(k) accounts. Considering your mutual funds. Replacing your funds as needed.  
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