Retirement Readiness: How to Calculate Net Worth and Financial Health
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Retirement Readiness: How to Calculate Net Worth and Financial Health
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Before you can plan your future, you must establish a clear baseline of your current financial health. In this kickoff episode of the Retirement Readiness Journey, Rose Price, CFP®, and Chris Mellone CFA, CFP®, AIF® explore the essential steps to take ten years before your target retirement date. From analyzing asset location to auditing your debt, learn how to prepare your portfolio for the long haul.
Key Topics Covered:
- Calculating Net Worth: Learn how to organize diverse assets including 401(k)s, TSPs, real estate, and unique collectibles.
- Strategic Debt Management: Understand the difference between "good" debt like mortgages and "bad" high-interest liabilities.
- Asset Location & Taxes: Why your 401(k) shouldn't be your only bucket and how to utilize Roth options for better tax flexibility.
- Cash Flow Tracking: Move beyond digital spending to understand your true cost of living and identify "lifestyle creep".
- Optimizing Savings: Discover systematic ways to redirect pay raises and "found money" into wealth-building investments.
Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey.
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