2008 Financial Resolutions and How Not to Have a 1987 Portfolio
Jan 07, 2008•49 min
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Episode description
A new year can represent a fresh start for many. I know that many out there have made financial resolutions and I want to be a resource to help you reach that goal of financial independence. Let's talk about some of the big areas that may need attention:
- Wills
- Life Insurance
- Beneficiary Designations on Life Insurance and Retirement Plans
- Asset Allocation
For more information, visit the show notes at www.moneyguy.com/2008/01/2008-financial-resolutions-and-how-not-to-have-a-1987-portfolio
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