Ep 76: Grading Your Financial Competency

How much do you know about your own finances? Do you know how much you spend, how much risk you have, and what you’re paying in fees? In today’s episode, we’ll challenge you to assess your financial competency by asking you these crucial questions and more.

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How much do you know about your own finances? Do you know how much you spend, how much risk you have, and what you’re paying in fees? In today’s episode, we’ll challenge you to assess your financial competency by asking you these crucial questions and more.

We find that many people struggle to answer these fundamental financial questions, which can have a significant impact on their financial health. By tuning in, you’ll not only gain valuable insights into your own financial situation but also learn how to make more informed decisions that can help you achieve your long-term financial goals.

Here’s some of what you’ll learn in this episode:

  • How much retirement savings do you have? (1:10)
  • How much money do you spend? (2:25)
  • How much risk do you have in your portfolio? (4:38)

Thanks for listening! We’ll be back for another show every other Thursday.

 

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