Whether you receive a statement monthly or quarterly, your financial statements might seem difficult to read. Maybe you look at it or just toss it in a drawer to figure it out later. Many people start to pay close attention to it as they near retirement. On today’s episode of the podcast, we talk about what you should be looking at.
Read more and get additional financial resources here: https://wp.me/paIiUZ-iK
What we discuss on this episode here:
0:47 - Enjoy celebrating Memorial Day!
1:37 - Reading the fine print on your financial statement.
4:03 - What is the asset allocation summary?
5:38 - What about those fees?
7:32 - What are some hidden fees in regular life?
9:16 - What is cost basis?
10:08 - What fine print gets overlooked?
Dealing with Stress in Retirement
Financial Truths and Lies
Retirement Income Planning Essentials
Avoiding Financial Temptations
Investing Like a Genius
5 Questions You Didn’t Know To Ask
What Kind of Retirement Are You Living For?
5 Things You Must Know About Decumulation To Retire Successfully
Retirement Blind Spots
SECURE Act 2.0
Are You Avoiding These 401K Mistakes?
Reading the Financial Fine Print
Baseball and Retirement Planning
Avoiding Financial Mistakes During A Divorce
Unhealthy Foods and Financial Health
Financial Lessons Learned from Calvin and Hobbes
Last Ten Working Years Before Retirement
What You Should Know About Biden’s Executive Orders
Understanding Values-Based Planning
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