Ep 2: Finding Hidden Gems in Your Financial Portfolio

Wealthy Habits Podcast

English - June 18, 2020 09:01 - 24 minutes - 33.4 MB
Investing Business News Business News 401k finance ira iowa retire advisor daveelizondo druekampmann financial money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Ep 1: Getting to Know Dave & Drue

Next Episode: Ep 3: 5 Critical Estate Planning Mistakes

If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to for a while. The statements are filed away somewhere collecting dust, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long.

Get additional financial resources here: https://www.truefinancialpartners.com/

Today's show schedule:

1:31 – How has COVID-19 impacted the business?

4:05 – This time has given people a chance to look closely at their finances.

5:10 – Let’s start with old 401k accounts.

12:01 – Next place to look is life insurance policies.

16:20 – Look at your savings account or money market account. Could there be to much cash?

18:51 – Our last one is pension funds.