Be Sure to Check Your Financial Vital Signs in 2023 - a podcast by Chad Smith, CFP® and Mike Eklund, CFP®

The beginning of a new year motivates many of us to make lists of things in our lives we may want to change. At the top of those lists typically are financially related items.

🎥 Watch a video of podcast recap here

So today, we’re going to share our list of items we’ve seen that can have lasting impact on your financial journey. We're going to share an actionable plan with 12 tips to double-check your financial vitals that could make a major difference for you and your family in the years to come. 

*****

📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Mega-backdoor Roth guide.

📰 See the full show notes here

🎯 Subscribe to not miss future episodes here

Further episodes of Financial Symmetry: Balancing Today with Retirement

Further podcasts by Chad Smith, CFP® and Mike Eklund, CFP®

Website of Chad Smith, CFP® and Mike Eklund, CFP®