Steps You Should Take to Help Make Smarter Choice for Your Finances

There is a lot of information available. You need to be able to filter, evaluate, and decide what information is important to you. But before you get started down that path, there are questions you need to ask yourself to help make smarter choices for your finances.

As a getting started (or getting started over) guide, we are going to provide you the questions you need to answer honestly!

Question 1- Where are you and where have you been? Look at your investments and get a clear picture. Understand the strengths and weaknesses you have seen as you went along. This is a learning process and service you have already paid for! Start using it.

Question 2- Are you satisfied? Be honest because it is YOUR money. There are no maybes allowed here!

Question 3*- If YOU could do BETTER, would you want to know how? If not, then nothing really matters. You must take an active interest and align your finances to your goals and your risks. *This is a very critical question!

Question 4 - Are you equipped to routinely perform all the duties necessary to properly manage your retirement or investment wealth. Routine evaluation is key here. If you cannot self manage your investments, regardless of the reason, you need to seek a professional manager.

To hear the Smart Money Radio Show segment focused on this topic, Please Click Here! (about 7 minutes long)




To hear the full Smart Money Radio Show where Bruce discusses this topic and more, Please Click Here! (about 25 minutes long)