Financial Tweaks That Matter: Small Steps, Big Impact

Ever thought that minor tweaks in your financial plan could lead to major wins? In this episode, we’re exploring the surprisingly powerful world of simple financial adjustments. From finding the right balance in your cash reserves to consolidating old 401Ks, we’re unpacking those seemingly small steps that can bring about big, positive ripples in your financial life.

While it’s important to eventually get a comprehensive financial plan for yourself, sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss some financial tweaks that matter and a few easy places to start…

Here are a few of the financial tweaks that we discuss in this episode:

  • Keeping the right amount of cash on hand for emergencies
  • Consolidating your old 401ks
  • Reassessing your managed accounts to ensure they align with your current financial goals
  • Replacing high-expense mutual funds
  • Analyzing the tax efficiency of your investments
  • Checking that your beneficiary designations are up-to-date and accurate
  • Automating your savings

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.


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