When it comes to financial planning, there’s often a fair amount of “low-hanging fruit” in terms of easy ways to save money. In this episode, we discuss seven of these items. Whether it’s parking your cash in a high-yield savings account, shopping around home & auto insurance, harvesting losses in a taxable account, revisiting your life & disability insurance relative to your needs, evaluating your health insurance options versus your usage, rebalancing your investments, or optimizing your credit card benefits, by implementing a few simple tweaks and strategies the cost savings can really add up.

Resources & People Mentioned

• Episode #19: The “Other 20%” of Successful Investing
• Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
• Download our guide: The Financial Checkup

Connect With Trent and Andrew

• https://mdwmllc.com 
• Follow on LinkedIn
• Follow on Facebook

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