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Episode Show Notes:
When was the last time you took a test? It’s probably been a while, right? On today’s show, we’ll invite you to grade your own financial competency by seeing how many of these questions you can answer confidently. We’ll explain why it’s so important for your financial future that you know the ins and outs of these questions.
For example, what is your current net worth? Do you know how much risk you have in your portfolio? Join us as Craig and Jennifer provide valuable insights and advice on portfolio planning and highlight some key areas to pay attention to. Stay tuned for a fun episode that will teach you a lot about your financial preparedness.
Here is some of what we’ll discuss on today’s show:
- Do you know your net worth right now? (6:00)
- How much do you spend? (8:33)
- Do you know how much risk you have? (11:45)
Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.
Other Resources:
Click here for more podcast episodes.
Call 336-448-1086 for a complimentary financial review.
Ask Craig & Jennifer a question by emailing: info@maestrowealth.com
