Today we’re answering questions about Social Security, emergency funds and more. Find out what advice we give people in these types of situations.
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.
Read more and get additional financial resources here: https://lifemoneyshow.com/podcast/ep-24-spotting-red-flags-in-your-finances/702/
Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
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