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Podcast: Smart Money Questions
Episode: 3rd and 4th Quarter Financial To-Do List
Description: We’ve already rolled into the third quarter of the year and that presents us with a great opportunity to evaluate our portfolio. Giving your plan a check-up will help keep it on track headed towards your goals so use this checklist focus on the most important questions.
Check out the full show notes by clicking here.----more----
Today's rundown:Â
0:35 – Introducing today’s topic.
2:30 – Understanding where we’re putting our money in a company plan.
3:15 – Ask if your company has a Roth 401(k) option. Â
4:41 – First thing we’re taking a look a...