Original Air Date: July 23rd, 2014
Mid-Year Financial Check-up
Category: Financial Planning
Guest host, Rodman Young CPA/PFS, CFP® discusses paying attention – “It’s time for a Financial Check-up.”
PAY ATTENTION TO…
- Your employer retirement plan.
- Your employer benefit programs.
- Your spending budget and “invisible” expenses.
- Roth IRAs – strategic or tactical conversions.
- Rebalancing your investment portfolio.
- Your estate planning documents.
- Your income tax planning.
- Your risk management plan.
- Your “non-financial” spouse.
- Your mortgage.
