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How to Get Financially Organized

James · May 17, 2022 · Leave a Comment

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In this episode of Ready for Retirement, James discusses how to get financially organized.

Questions Answered: 

  • How can you be most organized financially?
  • What should you consider when planning for financial organization?
  • How can you ensure you don’t outlive your money?

Summary:

Today we’re diving into understanding how you can organize your financial life.

The world of retirement planning is messy, and you may have many different accounts in many different places. Most people don’t know what their overall portfolio looks like and it quickly becomes overwhelming.

Key Takeaways:

  • Consolidation is key to tracking your retirement goals.
  • Think about what you value most when it comes to your life and how finances can help enhance lifestyle.
  • Understand how you can best take advantage of mental accounting.

If you want to learn how to organize your financial situation, you’re going to love this episode.

Timestamps:

4:00 – 401(k) Plans

7:32 – Organization Importance

13:27 – Trust Value

16:59 – Retirement Budget

23:09 – Digital Password Keepers

25:03 – Overall Financial Value

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Check us out here for more content to help you create a secure retirement: YouTube – Root Financial Partners

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Podcasts budgeting, financial, financial independence, investing, ready for retirement, retirement planning, Social Security

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