10 Simple Tactics to Grow Your WEALTH in Your Free Time

Ready To Retire!

Don't miss out on these easy steps that can make a big difference in your financial journey. Uncover practical strategies, in our 1 YEAR Anniversary Episode, that can boost your wealth while fitting into your busy schedule. The episode explores hidden wealth-building gems to help you achieve prosperity.

Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet: https://www.trunorthwealth.com/newsletter-signup

What’s included: 3 Steps to Planning an EPIC Retirement

Step 1: How will You Spend Your Time?

Step 2: Identify Your Income & Expenses

Step 3: Putting it all Together

Connect with Danette Lowe, CFP®https://linktr.ee/trunorthwealth

Visit Our Website: https://www.TruNorthWealth.com

Episode Summary:

Top 10 Tips Countdown for Financial Education:

The Ready to Retire podcast's one-year anniversary episode offers listeners the top 10 actionable financial tips, insights into the podcast's purpose, and plans for the future. It underscores the importance of self-awareness, informed decision-making, continuous learning, and disciplined financial habits to achieve a secure retirement and overall financial well-being.

10. Know Your Biases: Understand personal beliefs and biases that impact financial decisions.

9. Take a Financial Inventory: Assess assets, liabilities, net worth, income, expenses, and insurance.

8. Determine Risk Tolerance: Utilize a risk tolerance assessment to gauge investment comfort levels.

7. Regularly Update Beneficiaries: Importance of keeping beneficiary designations current to avoid complications.

6. Incrementally Increase Savings: Gradually raise savings contributions to improve financial health.

5. Allocate Time for Financial Literacy: Set aside a day each month to enhance financial knowledge.

4. Exercise Caution After Life Quakes: Avoid making significant financial decisions during emotional transitions.

3. Balance Your Checkbook: Monitor transactions to understand spending patterns and catch errors early.

2. Keep Financial Documents Updated: Maintain an organized central location for essential financial documents.

1. Spend Less Than You Earn: Practice disciplined spending and avoid financial risks.

Future Plans for the Podcast:

Introducing interviews with fellow financial advisors for diverse perspectives.

Advancing to more advanced financial planning topics.

Bonus Tips:

1. Maintain Financial Responsibility: Encourage both partners in a relationship to stay informed about finances.

2. Prioritize Retirement Over Adult Children: Avoid compromising retirement by over-assisting adult children.

3. Guard Against Online Scammers: Stay vigilant against evolving online scams.

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About Danette:

Professional Journey- As the Founder and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

1662 HWY 395 N, Suite 203, Minden, NV 89423

Connect with Danette @ https://linktr.ee/trunorthwealth

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TruNorth Wealth and Cambridge are not affiliated.