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Kandungan disediakan oleh Lee Perkins. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Lee Perkins atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Financial Tips For The First Quarter of 2024

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Manage episode 390546103 series 2536305
Kandungan disediakan oleh Lee Perkins. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Lee Perkins atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

2023 is coming to an end, and, if we had to guess, there are probably some financial tasks you wish you’d taken care of this year. Not to worry, because in this week’s episode, Lee is going to share six planning tips that you can address during the first quarter of 2024. Let’s kick off the new year the right way!

Here’s some of what we discuss in this episode:

  • Keeping the right amount of money in cash
  • Cleaning up old life insurance policies
  • Consolidating old 401ks when you change jobs
  • Reconsidering your managed account that has limited management
  • Updating beneficiary designations as life changes
  • Automating your savings

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

  continue reading

152 episod

Artwork
iconKongsi
 
Manage episode 390546103 series 2536305
Kandungan disediakan oleh Lee Perkins. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Lee Perkins atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

2023 is coming to an end, and, if we had to guess, there are probably some financial tasks you wish you’d taken care of this year. Not to worry, because in this week’s episode, Lee is going to share six planning tips that you can address during the first quarter of 2024. Let’s kick off the new year the right way!

Here’s some of what we discuss in this episode:

  • Keeping the right amount of money in cash
  • Cleaning up old life insurance policies
  • Consolidating old 401ks when you change jobs
  • Reconsidering your managed account that has limited management
  • Updating beneficiary designations as life changes
  • Automating your savings

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

  continue reading

152 episod

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