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12 Days of Financial Wellness
Manage episode 457586902 series 2712818
Contenido proporcionado por Michael Schulte. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Michael Schulte o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this festive episode of Caffeine and Cash Flow, Michael guides you through the 12 Days of Financial Wellness. Discover essential tips on managing assets, liabilities, protection, and cash flow as you prepare your balance sheet for the new year. Whether you're planning for personal property, savings, investments, or understanding liabilities, this episode provides practical advice to enhance your financial health.
Here’s some of what we discuss in this episode:
- Protecting your balance sheet.
- The different categories of assets.
- How to view different types of debt and other liabilities.
- Understanding your cash flow and how to use that for retirement planning.
Check out the sample balance sheet here: https://caffeinecashflow.com/wp-content/uploads/2024/12/LBS-sample-client-dashboard-2024.pdf
Learn more: https://caffeinecashflow.com/
Get in touch with Michael-
Web: https://www.westpacwealth.com/team/michael-schulte
Email: michael.schulte@westpacwealth.com
Phone: 702-767-4897
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