Episode 170: Retirement Wellness: Financial Checkup & Tips

We are back this week with another great episode of Our 2 Cents with Steve and Gabriel. They are excited to share some quick hits with you before diving into their main topic for the remainder of the episode: Retirement Wellness. Listen in now using a link below!

1. Monday's Moon Shadow:
   • Those in a 115 mile path stretching across Mexico, the U.S., and Canada will get a brief glimpse at a "hole in the sky" moment on Monday. 
   • Be sure to wear your Solar Eclipse protective eyewear, and we hope you enjoy the sight!
2. Retirement Wellness: Financial Checkup & Tips:
   • Where to start: Checking your vital signs (a.k.a. your cash flow).
   • Goals check-in: The progress made towards your goals.
   • A strong immune system: Maintaining healthy saving and spending habits.
   • Debt evaluation: Any extra debt dragging you down?
   • Portfolio screening: Investment alignment with your risk tolerance and goals.
   • Prescriptions: Your homework for maximizing your financial health for your next check-in.
   • The follow-up: Regularly re-visit your retirement plan, your investment goals, and your overall financial health.