About once a year, I like to have an in depth financial review and checkup with each client. It usually involves a progress check on their goals, and an in-depth discussion on what’s changed that might impact their finances, whether their targeted retirement date is still a reality, and how their investment portfolio matches those goals. We often make a action plan for how to move forward and next steps, and it’s one of the most fulfilling aspects of my work - helping clients clearly see where they want to go and then prioritize with them how to get there. 

So this week on the One Minute Retirement Tip podcast, it’s time for a financial checkup. I’ll walk you through some of the same discussions I have with my clients. 

We’ll talk about how to track your progress toward retirement, evaluate your spending and budget, review your estate plan, discuss debt and take an honest look at your cash situation, which is frequently a goldilocks scenario - I see too much, too little, but very rarely cash holdings that are just right. 

That’s it for today. But before you go, I have a special treat for you. We’re hosting a virtual education event via Zoom on Tuesday May 25th, 2021 at 6:30pm (PST) - This event, “Investing in Uncertain Times”, features guest speaker Chad Morganlander, senior portfolio manager and co-founder of Washington Crossing Advisors. Chad is a regular on various media outlets, including CNBC, Bloomberg, Fox News, & The Wall Street Journal. 

Investing in uncertain times is certainly a timely topic right now! You’ll hear Chad’s perspective on investing and what he’s learned over the years managing nearly $9 billion in assets. 

The event is free and you can register by going to truenorthra.com/tickets. 

Thanks for listening! My name is Ashley Micciche...and this is the One Minute Retirement Tip. 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance