Ep 44: Spring Cleaning: Tips To Keep Your Finances Organized

Retirement Plain & Simple

For some people, it’s time for spring cleaning. And that often means diving into a cluttered closet and getting it cleaned out and organized. In this episode, we’ll discuss what principles we can take from a closet clean-out and apply to our financial lives.

It’s always overwhelming to start the process of cleaning and organizing a closet, and for most people, it’s no different when it comes to getting organized financially. But keeping your finances organized is an important part of the financial planning process, as it encourages us to take a deeper look at what’s working in our financial plan and what isn’t. So, where do you begin when starting to organize your financial life? Stay tuned to find out!

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

• What is the dollar cost averaging strategy and how could it benefit you in retirement planning? (1:30)
• What is reverse dollar cost averaging? (5:06)
• Consolidating your accounts to make them easier to keep track of. (10:08)
• Are you investing the way you should be? (12:38)
• Some spring travel and day-trip ideas in the Philadelphia area. (15:15)

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/