))
Easy Wins in Personal Finance (Part 2)
Manage episode 384105592 series 2446480
内容由Sean Lee提供。所有播客内容（包括剧集、图形和播客描述）均由 Sean Lee 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Before we reach the end of the year, what financial goals can you easily cross off your list? As a continuation of this two-part series, we discuss five more easy wins you can make when it comes to your financial life. If you didn’t hear part one, go back and listen to hear what other simple financial steps you can take.
Here’s some of what we discuss in this episode:
- Analyze tax efficiency of your investments.
- Make sure your beneficiary designations are up-to-date.
- Rebalance your portfolio.
- Have a proper emergency fund in place.
- Automate your savings.
For more, visit us online at https://retirementelevatedpodcast.com/
129集单集
分享
