• Financial Tweaks That Matter: Small Steps, Big Impact

  • Dec 21 2023
  • Length: 15 mins
  • Podcast

Financial Tweaks That Matter: Small Steps, Big Impact

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  • Summary

  • Ever thought that minor tweaks in your financial plan could lead to major wins? In this episode, we're exploring the surprisingly powerful world of simple financial adjustments. From overlooked savings tricks to smarter insurance choices, we're unpacking those seemingly small steps that can bring about big, positive ripples in your financial life.

     

    Here are the small steps we’ll explain today: 

    Keeping the right amount in cash and keeping it in the right place.

    Consolidate your old 401Ks.

    Think about replacing high-expense mutual funds.

    Check your beneficiary designations to make sure they’re all updated.

    Rebalancing your portfolio.

    Automate your savings to make sure you’re doing it regularly.


    Connect with Eric Judy online at https://www.judyfg.com/ or by calling 217-303-1711. You can also book a complimentary review at https://calendly.com/ericjudy
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