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Ep 22: Warning Signs - How To Spot Problems In Your Financial Life

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Manage episode 346035400 series 3303227
Content provided by Spiros Vassilakos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Spiros Vassilakos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.

On this episode, we’re going to give you five different warning signs that should drive you to meet with a financial professional. It might end up that you don’t need to take any further action, but the sooner you can get on top of an issue, the better off you’ll be over time.

Here’s a little of what you’ll learn on this episode:

· How we help clients determine how much it will cost to fund their retirement lifestyle. (2:16)

· Why you shouldn’t get hung up on your net worth or a certain account balance. (4:51)

· Planning for your retirement won’t be the same as it was for your parents. (8:56)

· The 5 things we tell people to do during times of market volatility. (12:57)

· Why healthcare expenses might be harder to plan for than you expected. (15:20)

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: [email protected]

Watch the show on YouTube: https://bit.ly/3VmzCUx

  continue reading

32 episodes

Artwork
iconShare
 
Manage episode 346035400 series 3303227
Content provided by Spiros Vassilakos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Spiros Vassilakos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.

On this episode, we’re going to give you five different warning signs that should drive you to meet with a financial professional. It might end up that you don’t need to take any further action, but the sooner you can get on top of an issue, the better off you’ll be over time.

Here’s a little of what you’ll learn on this episode:

· How we help clients determine how much it will cost to fund their retirement lifestyle. (2:16)

· Why you shouldn’t get hung up on your net worth or a certain account balance. (4:51)

· Planning for your retirement won’t be the same as it was for your parents. (8:56)

· The 5 things we tell people to do during times of market volatility. (12:57)

· Why healthcare expenses might be harder to plan for than you expected. (15:20)

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: [email protected]

Watch the show on YouTube: https://bit.ly/3VmzCUx

  continue reading

32 episodes

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