• 12 Days of Financial Wellness

  • Dec 26 2024
  • Length: 23 mins
  • Podcast

12 Days of Financial Wellness

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  • Summary

  • 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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