Your Financial Wellness Check-Up

Wisdom & Wealth: Financial Clarity For Families in Transition

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. In today’s episode, Donna gives us a glimpse at what financial wellness checkups look like at Sephton Financial.

Here are the points we discuss in today’s show:

0:00 – Intro

1:02 – Reviewing your goals

3:04 – Checking your “vitals”

5:40 – Building financial immunity

7:18 – Screening your portfolio

9:13 – Debt diagnosis

11:41 – Preventative measures

Get additional financial information: https://sephtonfinancial.com/podcasts/

Check out the video version of the podcast: Sephton Financial - YouTube

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