Retirement Quick Tips with Ashley

Time For A Financial Check Up! | Weekly Recap


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It’s Sunday, which means...It’s recap time! 

This week on the One Minute Retirement Tip podcast, we performed a financial checkup.We looked at your progress toward your retirement goals, your budget, spending, your will and estate plan, your debt and your cash. These are the key areas to assess, and I recommend doing a review of everything once a year. Take inventory and do your best to assess your current financial situation objectively.

Hopefully after listening to the One Minute Retirement Tip this week, you know what areas to focus on and what questions to ask yourself to keep you on track or get back on track so you can make progress toward your goals and keep your eyes on the prize. 

Tomorrow we’re starting a brand new theme: Is value better than growth in 2021? Growth and big tech stocks have outperformed value stocks for years! If you’ve been invested in the big growth companies, especially big tech, you’ve been loving your returns. But the tide may be turning, and no one is talking about it. So next week, I’ll talk about why I think the recent outperformance in value stocks is worth paying attention to and may continue through 2021 and beyond. 

And if you haven’t checked out my YouTube channel - True North Retirement - head over to YouTube and subscribe. I post a new video on Sundays, and each video is aimed at helping you live a fulfilled and financially secure retirement. Last months, the channel hit 500 subscribers, which is still teeny tiny, but very exciting...so if you’re enjoying the podcast, I know you’ll love the YouTube videos as well.

Thank you so much for listening this week! My name is Ashley Micciche and I hope you have a blessed Sunday.

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>>> Subscribe on iTunes: https://apple.co/2DI2LSP

>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs

>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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

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Retirement Quick Tips with AshleyBy Ashley Micciche

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