Your Financial Wellness Check-Up

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.

These checkups involve various aspects, such as reviewing your spending habits, evaluating your investment portfolios, and ensuring you have a solid emergency fund. They provide an opportunity to address any concerns, make necessary adjustments, and set yourself up for financial success in the long run. Although financial wellness is going to look different for everyone, it’s important to pay attention to the key areas discussed in today’s episode.

Here’s what we share 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

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.

Phone: (215) 948-3945

Click HERE to schedule a free consultation with Donna

Check out the video version of the podcast HERE

Phone: (215) 948-3945

Click HERE to schedule a free consultation with Donna

Check out the video version of the podcast HERE

Click HERE for downloadables and resources