Creating a financial reset is critical to building a secure retirement and future.
Today, you will learn insight to help you assess your current situation and determine what you need to do to ensure your finances are in order.
Wealth Inside and Out® Podcast: “Your Financial Reset”
In this episode, you will learn:
>> (0:39) The power of the happy drug
>> (3:12) The first critical financial step
>> (4:10) Estate plan documents
>> (6:14) What you should review in your retirement plan
>> (8:56) Recommendations of insurance coverages based on your net worth
>> (10:10) Considerations if you or your family (children or parents) become disabled
>> (11:01) Insurance insight if you are wealthy
>> (12:03) The triple win for long-term care coverage, life insurance, and retirement planning
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>> (12:50) The percentage of people who will likely need long-term care insurance
>> (14:15) Considerations for pet insurance
>> (15:13) The financial and mental reset that pays huge dividends
>> (15:59) How to remember assets (currently, there are 7 trillion dollars of unclaimed money)
>> (16:22) Recap: Your Financial Reset
>> (16:30) What to do with your savings and emergency reserve
>> (16:49) The step by step to reset your finances
Conclusion – Your Financial Reset
Today, we dive into five insights to help you create a secure financial future so you can worry less and enjoy life more.
We cover aspects of estate planning, insurance options, ways to save and earn money, and much more.
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To your financially secure life,
Annette
