Taking Care of Financial Chores

Have you ever considered how the mundane tasks we do around the house can offer valuable lessons for managing our finances? In this episode, we’re going to expand on this intriguing analogy. From taking out the trash to cleaning out the fridge, Mark provides insightful advice on maintaining a well-diversified portfolio, updating beneficiaries, and the importance of periodic maintenance.

 

Here’s what we discuss in today’s show:

• Reviewing your portfolio and making sure that it is well diversified.
• Ensuring that the investments in your portfolio are appropriate for where you are in life.
• Knowing what you want from your financial advisor.

 

Want to get in touch with Mark? 

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832