Phil's Tax Hacks
Phil's Tax Hacks
Phil Putney
Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
22 minutes Posted Nov 21, 2023 at 10:00 am.
– Tax efficiency of investments
– Checking beneficiary designations
– Rebalancing your portfolio
– Emergency fund balance
– Automating your savings
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Show notes
Ever thought that minor tweaks in your financial plan could lead to major wins? Join us as we jump back into our conversation on the powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life. If you missed part 1, you can check it out here!
 
Here’s some of what we discuss in this episode:
 
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