Want to create an interactive transcript for this episode?
Podcast: The Financial Leverage Point
Episode: Are You Conducting These Four Critical Financial Checkups for Your Investments? (Ep. 12)
Description: Financial checkups are a systematic way of reviewing the health and performance of your investments.Â
They can help you identify potential problems, optimize your returns, and align your portfolio with your goals.
Are you curious to know which checkups you can do?
In this episode, John Iannucci explores the four critical financial checkups for investments. The checkups include assessing risk score and tolerance, conducting an investment stress test, and evaluating fiduciary fees. John emphasizes the necessity of these for protecting and growing wealth and recommends regular reviews, especially after significant life events.Â
...