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Our topic on this episode of the Ready for Retirement podcast is part two of the financial tune-up series where I discuss what to look for when reviewing your investments.
Questions answered: How do I know if I’m invested appropriately for my goals? What should I invest in? What is the best approach for my individual situation?
Are you ready to start focusing on the things that truly matter when it comes to your financial future?
Checklist: What Issues Should I Consider When Reviewing My Investments
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By James Conole, CFP®4.9
761761 ratings
Our topic on this episode of the Ready for Retirement podcast is part two of the financial tune-up series where I discuss what to look for when reviewing your investments.
Questions answered: How do I know if I’m invested appropriately for my goals? What should I invest in? What is the best approach for my individual situation?
Are you ready to start focusing on the things that truly matter when it comes to your financial future?
Checklist: What Issues Should I Consider When Reviewing My Investments
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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