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Ep 216: Cleaning Out Your Financial Closet
Manage episode 407397507 series 3560500
Вміст надано Victor Medina. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Victor Medina або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode, let’s see what principles we can take from a closet clean-out that we can apply to our financial lives. We want to make sure you have everything set up correctly so that it’s organized in a way that serves you rather than just being a collection of stuff that we’ve thrown in over the years.
Here is some of what you’ll learn in this episode:
- How our financial portfolio often becomes a closet where we just store old stuff. (1:10)
- Where do you even start when you try to organize your finances? (2:54)
- Is this something you can do completely on your own? (5:53)
- Tips for staying organized once you declutter your financial closet. (9:08)
- How Palante Wealth can help with your finances. (12:59)
About Retirease Radio:
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Connect:
Medina Law Group: https://www.jerseyestateplanning.com/
Palante Wealth Advisors: https://palantewealth.com/
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