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Ep 24: Spotting Red Flags In Your Finances

It’s best to spot red flags in your financial plan early on, that way we can address them before it’s too late. Can you name your investments? How often are you meeting with your advisor? Find out if your answers to these and other questions are problematic.


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What we discuss on this episode: 

4:33 – Surplus

7:26 – Company retirement plan

10:37 – 401k or IRA

14:43 – Name a stock

18:02 – Know your number

20:39 – Financial and retirement plan

22:46 – Meet with advisor

25:47 – Mailbag: Keep working


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