In this episode Mark shares his comprehensive approach to a semi-annual financial review. Covering essential personal finance practices, Mark outlines steps for calculating net worth, tracking spending, evaluating annual achievements against the one-page financial plan, and preparing for future financial goals.
Mark provides insights on Roth conversions, social security benefits, and his personal experiences with major expenses. Additionally, he discusses the importance of regular updates to estate planning documents and beneficiary designations.
This episode is a deep dive into detailed financial oversight practices aimed at maintaining and enhancing financial freedom.
Episode Links:
Mark’s Money Mind YouTube Channel
The Financial Starting Line – Net Worth, 529 to Roth IRA and Q&A | Episode 003
New Year Financial Planning | Episode 039
Timestamps:
In this episode Mark discusses the importance of understanding market valuation to navigate the current financial landscape. Mark explains the differences between being a...
In this episode, Mark and special guest Kevin Sebesta discuss retirement planning strategies after attending a Rock Retirement Club event in Grapevine, Texas. The...
Mark Trautman, Bill Yount, and Becky Heptig dive into the Secure Retirement Income Process created by the co-host of The Retirement and IRA Show....