Ready for a Financial Reset? episode artwork

EPISODE · Aug 14, 2024 · 19 MIN

Ready for a Financial Reset?

from The Millionaire Insider Podcast · host Annette Bau, CFP®;

Creating a financial reset is critical to building a secure retirement and future. Today, you will learn insight to help you assess your current situation and determine what you need to do to ensure your finances are in order. In this episode, you will learn: >> (0:39) The power of the happy drug >> (3:12) The first critical financial step >> (4:10) Documents included in an estate plan >> (6:14) What you should review in your retirement plan >> (8:56) What insurance coverages you should consider based on your net worth >> (10:10) Considerations if you or your family (children or parents) become disabled >> (11:01) Insurance insight if you are wealthy >> (12:03) The triple win for long-term care coverage, life insurance, and retirement planning >> (12:50) The percentage of people who will likely need long-term care insurance >> (14:15) Considerations for pet insurance >> (15:13) The financial and mental reset that pays huge dividends >> (15:59) What to do so you don't forget about assets (currently, there is 7 trillion dollars of unclaimed money >> (16:22) Recap Financial Reset >> (16:30) What to do with your savings and emergency reserve >> (16:49) The step by step to reset your finances Conclusion – Your Financial Reset Today, we dive into five insights to help you create a secure financial future so you can worry less and enjoy life more. We cover aspects of estate planning, insurance options, ways to save and earn money, and much more. Links Referenced in the Show: The Financial Freedom Guide: https://themillionaireinsider.com/ffg Get your Free Financial Checkup:  https://themillionaireinsider.com/fc Show notes and more information: https://themillionaireinsider.com/71 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice.

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Ready for a Financial Reset?

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