5 - Key Metrics to Review Yearly - The How and the Why

In this episode of "Peeling Back Money and Life," hosts Casey Redmond and Mike Dunlop discuss key metrics to review yearly and why they matter. They emphasize the importance of understanding the how and the why behind these metrics to make informed financial decisions. The episode covers a range of metrics, including net worth, tax planning, retirement savings, asset allocation, investment returns, budget vs. actual spending, credit score, emergency fund, debt-to-income ratio, and savings rate. Listeners will gain insights into each metric, strategies for tracking and reviewing them, and actionable steps to improve their financial well-being. Tune in to this informative episode to take control of your financial future. Resources mentioned in the podcast episode: Spreadsheet for net worth, asset allocation, tracking spending Zillow (for home value) www.Creditkarma.com or www.credit.com www.annualcreditreport.com Equifax, Experian and Transunion for credit bureaus Mint, Tiller, YNAB for tracking spending Please note that the availability and accuracy of these resources may vary, and it's always recommended to use reliable and up-to-date sources.