Your Financial Wellness Check-Up

Did you know this week is National Retirement Security Week? This is a great time to have a conversation about financial wellness. Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement.

In today’s episode, we’re going to talk about areas you should pay attention to at every stage, whether you’re far away from retirement, approaching retirement soon, or already retired.  Liz shares her expertise on setting clear retirement goals, managing cash flow, developing effective investment strategies, and more. Don’t miss these valuable insights to help keep you on track!

Here’s some of what we discuss in today’s show:

• Setting clear financial goals + keeping track of your budgeting and spending
• Maintaining an emergency fund to handle unexpected expenses and emergencies
• Having the right investment strategy based on your time horizon and cash flow needs
• Successfully managing and reducing your debt levels
• Proactively preparing for healthcare costs and taxes
• What Liz’s follow-up process looks like

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