Episode Details

Ever thought that minor tweaks in your financial plan could lead to major wins? Join us in this episode as we unravel the surprisingly 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.

Here’s some of what we discuss in this episode:

• 1:41 – The right amount in cash
• 6:32 – Old life insurance policies
• 9:55 – Consolidate old 401Ks
• 13:06 – Reconsider managed accounts
• 14:40 – Replacing high-expense mutual funds

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Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts