Your Year-End Financial State of the Union

Episode #22
December 23, 2020

It’s time for your Financial State of the Union! Give yourself a strong year-end and a great start to 2021 with this report.

Here are the questions we answer:

Question 1: Do you think it’s wise or appropriate to fluctuate your giving when you have a highly flexible take home pay?

Question 2: How much life insurance do I really need?

Your Financial State of the Union:

  1. Review your generosity.
  2. Review your cash.
  3. Review your debt.
  4. Review your retirement account.
  5. Review your net worth.
  6. Review your goals. 

Other notes:

DIME Method: Debt + Income + Mortgage + Education

Episode Sponsor:

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