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.

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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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