
Sign up to save your podcasts
Or


This week on the Retirement Quick Tips Podcast, I'm sharing with you several resources that I use with my own clients when marking important decisions and planning for their retirement.
Today's free resource is my net worth worksheet. Unless you obsessively check your bank and investment accounts 5 times a day, it may not be intuitive why you need to know and track your net worth over time.
But knowing your net worth matters. Tracking your net worth over time is critical to reaching your financial goals, understanding your liquidity, and making smarter decisions with your money…
For your free personal net worth worksheet, go to: www.truenorthra.com/networth
A special bonus - if you complete your net worth worksheet and send it back to me, I'll send you a personalized analysis, complete with fancy pie charts to help you see what's working, as well as potential imbalances and red flags, along with my comments.
This is only for the first 10 people who send back their net worth statement, so be sure to download it at truenorthra.com/networth, then complete it and email it back to me at [email protected]
By Ashley Micciche4.9
4949 ratings
This week on the Retirement Quick Tips Podcast, I'm sharing with you several resources that I use with my own clients when marking important decisions and planning for their retirement.
Today's free resource is my net worth worksheet. Unless you obsessively check your bank and investment accounts 5 times a day, it may not be intuitive why you need to know and track your net worth over time.
But knowing your net worth matters. Tracking your net worth over time is critical to reaching your financial goals, understanding your liquidity, and making smarter decisions with your money…
For your free personal net worth worksheet, go to: www.truenorthra.com/networth
A special bonus - if you complete your net worth worksheet and send it back to me, I'll send you a personalized analysis, complete with fancy pie charts to help you see what's working, as well as potential imbalances and red flags, along with my comments.
This is only for the first 10 people who send back their net worth statement, so be sure to download it at truenorthra.com/networth, then complete it and email it back to me at [email protected]

442 Listeners

803 Listeners

1,295 Listeners

452 Listeners

538 Listeners

748 Listeners

544 Listeners

678 Listeners

585 Listeners

816 Listeners

568 Listeners

947 Listeners

29 Listeners

150 Listeners

106 Listeners