It’s The Little Things

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher.


Financial inertia is one of the biggest road blocks to having a successful financial plan.

In this episode, Mike and Chad discuss a “Top 10 Ode to David Letterman” of little things you can do immediately to tighten up your financial picture that they often see missed.

Items mentioned in this episode:

  • Ways to assure you are saving monthly
  • Avoiding lifestyle creep
  • Why You Should Investigate your HSA
  • Adding an Annual 401k review to your list
  • Do you have enough term life insurance?
  • What to do when claiming Social Security to early
  • How to prioritize debt payments with investing in your accounts
  • Moneyball
  • Malcom Gladwell’s “Tipping Point”

Check out other episodes of the Financial Symmetry Podcast here.

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