Why A Wealth Stocktake is Critical During Lockdown

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Why A Wealth Stocktake is Critical During Lockdown, Podcast Episode, Freedom Warrior
In this week’s episode, I unpack some of the things that you should be thinking about during these lockdown periods. It doesn’t matter which way you cut it; if you’re not thinking about your Plan B or if you don’t have a Plan B in place, you might find yourself in some serious hot water in the years ahead.

So, I discuss why it’s important to know:

– where you’re at financially,
– how your assets are performing,
– what alternative options are available, and
– how to make calculated decisions for your asset base.

Show Notes:

00:00:00 – Intro

00:03:20 – My Client’s Story

00:05:37 – Where Are You Financially?

00:08:54 – How Are Your Assets Performing?

00:11:18 – Making Calculated Decisions for Your Asset Base

00:13:09 – Looking at What Alternative Options are Available for You

00:14:15 – Final Thoughts

00:15:40 – Outro

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