Portfolio Pulse: The Money Podcast for Entrepreneurs

Ep 025 - Staying Organized, Savings for Many Points in Life, and Keeping tabs on Retirement


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Organization is something that is not often talked about in conversations surrounding financial wellness, but we believe that it deserves to be a part of the discussion. If your finances are not organized, it can quickly lead to extra expenses, deficient savings, and money that isn’t working for your best interest—which are all things we advise our clients to avoid.

Having life goals to save for can often make the process easier, but if you have multiple targets in mind, knowing what to prioritize can still be difficult. While every financial situation is different, by identifying your various savings goals and their respective timelines, you can have a much better idea what you should be saving for and how quickly you’ll be able to get there.

Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209; 704.552.8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Huskey Financial Group LLC is not an affiliate or subsidiary of PAS or Guardian. 2021-128823 Exp 10/23

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Portfolio Pulse: The Money Podcast for EntrepreneursBy Steven Huskey

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