Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. These check-ins help catch potential issues early and allow you to adjust your plans as needed. By regularly reviewing your budget, goals, and progress, you can make informed decisions to stay on track financially.

Although financial wellness will look different for everyone, we’ll share some areas you should be paying attention to in today’s episode. Don't miss these valuable insights to ensure your financial health is in top shape! And if you have any questions about your financial health, be sure to reach out to Lee and his team for personalized guidance.

 

Here’s what we discuss in today’s show:

• Monitoring budgeting and spending habits + keeping up with your credit score
• Maintaining an emergency fund to handle unexpected expenses and emergencies
• The importance of diversification + being aligned with your risk tolerance
• Proactively planning for the unexpected + being involved in your finances
• How J.L. Perkins Wealth Management helps their clients stay on track

 

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com