Five Questions – Self-Health Financial Assessment

Our 2 Cents – Episode #052

Five Questions – Self-Health Financial Assessment

There’s a lot of uncertainty in today’s world with COVID, high unemployment numbers, the Presidential election, and the constant turmoil 2020 has brought us thus far. So how can you really know if you’re ready to retire?

Take our self-health financial assessment and see if you are ready today!

  1. How much money do you have in assets?
  2. Do you know how much you spend?
  3. What’s in your investment portfolio and how much risk are you taking?
  4. Do you know what you pay in taxes?
  5. Where will you get your income today, the next 5 years and so on?

Tune in now to join us for this discussion!

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