It’s time for your Financial State of the Union! Give yourself a strong year-end and a great start to 2021 with this report.

Listener questions answered:

Do you think it’s wise or appropriate to fluctuate your giving when you have a highly flexible take-home pay?

How much life insurance do I really need?

Your Financial State of the Union:

1. Review your generosity.
2. Review your cash.
3. Review your debt.
4. Review your retirement account.
5. Review your net worth.
6. Review your goals.

Other notes:

DIME Method: Debt + Income + Mortgage + Education

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