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Your Financial Reset – Ep71

Your Financial Reset

by: Annette Bau, CFP®

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 drugFinancial Freedom Formula Guide
>> (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.

Click here to get your free financial checkup:
8 Ways to Simplify Your Finances with a Financial Checkup

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Disclosure

TheMillionaireInsider.com® copyrights all materials and intellectual property.

This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.

Always consult with a qualified professional before making any financial decisions or changes.

To your financially secure life,

Annette

Links Mentioned In This Episode

  • Financial Freedom Guide
  • Ask a Question
  • Ep72: Long Term Care - Considerations, coverage, and options
  • Free Financial Checkup
  • Support Request
  • ERS Disclaimer

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About Annette Bau, CFP®

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Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

ERS  is a state-registered investment advisor located in Arizona and conducts business where properly licensed.

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