Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)

Phil's Tax Hacks · Nov 21, 2023 · 22m

Ever thought that minor tweaks in your financial plan could lead to major wins? Join us as we jump back into our conversation on the powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life. If you missed part 1, you can check it out here!

Here’s some of what we discuss in this episode:

1:28 – Tax efficiency of investments

6:15 – Checking beneficiary designations

10:05 – Rebalancing your portfolio

12:55 – Emergency fund balance

17:37 – Automating your savings

For more, visit us online…