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2024's Best Stocking Stuffer: Financial Freedom
Manage episode 455127998 series 2991025
Donna Kendrick에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Donna Kendrick 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
It’s hard to believe the holiday season is here! While you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve.
Here are the points we discuss in today’s show:
0:00 – Intro
1:40 – Maxing out your retirement contributions
3:39 – Diversifying your investments
5:42 – Reviewing your Social Security strategy
6:24 – Consolidating old retirement accounts
7:59 – Revisiting your estate plan
9:07 – Boosting your emergency fund
10:30 – Scheduling a financial checkup
11:23 – Considering Roth conversions
13:39 – Automating bill payments and savings contributions
15:08 – Reviewing your insurance coverage gaps or overlap
Resources for this episode:
Donna’s book, A Guide to Widowhood + other resources
https://www.donnajeankendrick.com/a-guide-for-widowhood
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial - YouTube
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