Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
Phil's Tax Hacks
English - November 21, 2023 10:00 - 22 minutes - 31.3 MB - ★★★★★ - 4 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
Next Episode: Patience Pays: The Power of Delayed Gratification
Ever thought that minor tweaks in your financial plan could lead to major wins? Join us as we jump back into our conversation on the powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life. If you missed part 1, you can check it out here!
Here’s some of what we discuss in this episode:
1:28 – Tax efficiency of investments
6:15 – Checking beneficiary designations
10:05 – Rebalancing your portfolio
12:55 – Emergency fund balance
17:37 – Automating your savings
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts