Know What You Owe: Essentials for a Secure Retirement (Ep. 78)
Are you aware of what you truly owe, and more importantly, own in your financial portfolio?
Join us in this episode of Relax, It’s Retirement, where Josh Leonard and Pete Belcastro dive into the nitty-gritty of financial awareness and planning.
Do you really understand how balancing debts and assets can pave a way for a secure retirement?
They explore the significance of knowing your financial landscape, including debts like car loans and mortgages, and how they weigh against your assets.
They discuss:
- The importance of financial awareness: Recognize your current financial position and plan accordingly
- Differentiating debts: Understanding car loans versus mortgages and their impact on your credit
- Strategies for debt repayment: Prioritizing high-interest debts like credit cards
- Asset knowledge: Understanding different investment types—stocks, bonds, life insurance, and annuities—to make informed decisions
- And more!
Resources:
- Schedule a meeting with the team
- Download our “7 Big Retirement Mistakes Checklist” to help avoid costly retirement mistakes!
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
Connect with Pete Belcastro:
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