Financial Tweaks That Matter: Small Steps, Big Impact (Part 2) -

Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)

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Ever thought that minor tweaks in your financial plan could lead to major wins? Join us as we jump back into our conversation on the powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life. If you missed part 1, you can check it out here! Here’s some of what we discuss in this episode: 1:28 – Tax efficiency of investments 6:15 – Checking beneficiary designations 10:05 – Rebalancing your portfolio 12:55 – Emergency fund balance 17:37 – Automating your savings For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

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