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#146- Your Annual Financial Physical
Manage episode 428240108 series 2794727
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Bryan Kuderna presents a financial physical, providing 10 benchmarks to help followers assess their financial health. These benchmarks cover topics such as emergency funds, income levels, investment portfolios, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, and net worth. Keywords: financial health, benchmarks, emergency fund, income levels, investment portfolio, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, net worth. 1- Do You Have an Emergency Fund? 2- Do You Exceed the Median Earnings of Your Peers? 3- Do You Have Automatic Contributions to Your Investments? 4- Do You Have Disability Insurance? 5- Do You Pay Off Your Credit Cards Monthly? 6- Do You Pay for Your Vacations in Advance? 7- Do You Maximize Your Employer Match? 8- Do You Have Term and Whole Life Insurance? 9- Do You Have a Will? 10- Does Your Net Worth Go Up Every Year? *Median Earnings (https://www.bls.gov/cps/earnings.htm)
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