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10 Simple Tactics to Grow Your WEALTH in Your Free Time
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Don't miss out on these easy steps that can make a big difference in your financial journey. Uncover practical strategies, in our 1 YEAR Anniversary Episode, that can boost your wealth while fitting into your busy schedule. The episode explores hidden wealth-building gems to help you achieve prosperity.
Start YOUR FREE Financial Plan Today:
Now available – FREE ACCESS – to a Financial Planning Tool:
Click here: https://bit.ly/GetFinancialPlan
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Click here to Request YOUR Free Risk Tolerance Number – this quick survey will provide you with an objective look at your risk tolerance.
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Click here to Download Your FREE “3 Steps” Workbook: https://trunorthwealth.activehosted.com/f/3
What’s included: 3 Steps to Planning an EPIC Retirement
Step 1: How will You Spend Your Time?
Step 2: Identify Your Income & Expenses
Step 3: Putting it all Together
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Episode 26:
Top 10 Tips Countdown for Financial Education:
The Ready to Retire podcast's one-year anniversary episode offers listeners the top 10 actionable financial tips, insights into the podcast's purpose, and plans for the future. It underscores the importance of self-awareness, informed decision-making, continuous learning, and disciplined financial habits to achieve a secure retirement and overall financial well-being.
10. Know Your Biases: Understand personal beliefs and biases that impact financial decisions.
9. Take a Financial Inventory: Assess assets, liabilities, net worth, income, expenses, and insurance.
8. Determine Risk Tolerance: Utilize a risk tolerance assessment to gauge investment comfort levels.
7. Regularly Update Beneficiaries: Importance of keeping beneficiary designations current to avoid complications.
6. Incrementally Increase Savings: Gradually raise savings contributions to improve financial health.
5. Allocate Time for Financial Literacy: Set aside a day each month to enhance financial knowledge.
4. Exercise Caution After Life Quakes: Avoid making significant financial decisions during emotional transitions.
3. Balance Your Checkbook: Monitor transactions to understand spending patterns and catch errors early.
2. Keep Financial Documents Updated: Maintain an organized central location for essential financial documents.
1. Spend Less Than You Earn: Practice disciplined spending and avoid financial risks.
Future Plans for the Podcast:
Introducing interviews with fellow financial advisors for diverse perspectives.
Advancing to more advanced financial planning topics.
Bonus Tips:
1. Maintain Financial Responsibility: Encourage both partners in a relationship to stay informed about finances.
2. Prioritize Retirement Over Adult Children: Avoid compromising retirement by over-assisting adult children.
3. Guard Against Online Scammers: Stay vigilant against evolving online scams.
About Danette:
Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.
Danette Lowe, CFP®
Founder – Wealth Advisor
TruNorth Wealth Management, LLC
123 W. Nye Lane, Suite 520, Carson City, NV 89706
Connect with Danette @ https://linktr.ee/trunorthwealth
This podcast is for informational purposes only. The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation. Neither Commonwealth Financial Network nor your representative provides tax advice.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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