Things You’ll Learn Along Today’s Journey
Before we reach the end of the year, what financial goals can you easily cross off your list? As a continuation of this two-part series, we discuss five more easy wins you can make when it comes to your financial life. If you didn’t hear part one, go back and listen to hear what other simple financial steps you can take.
From updating beneficiaries after a major life event to automating your savings, a lot of these things don’t even take very long. It’s simply a matter of taking a few minutes to sit down and get it done. Think about how good it will feel to know it is all taken care of before you ring in the new year.
Here’s some of what we discuss in this episode:
- Analyze tax efficiency of your investments.
- Make sure your beneficiary designations are up-to-date.
- Rebalance your portfolio.
- Have a proper emergency fund in place.
- Automate your savings.