Are You Conducting These Four Critical Financial Checkups for Your Investments? (Ep. 12)
Financial checkups are a systematic way of reviewing the health and performance of your investments.
They can help you identify potential problems, optimize your returns, and align your portfolio with your goals.
Are you curious to know which checkups you can do?
In this episode, John Iannucci explores the four critical financial checkups for investments. The checkups include assessing risk score and tolerance, conducting an investment stress test, and evaluating fiduciary fees. John emphasizes the necessity of these for protecting and growing wealth and recommends regular reviews, especially after significant life events.
John discusses:
- Risk score and risk tolerance and their importance in investment planning
- The concept of investment stress test and its importance in evaluating investment performance
- An explanation and examples of various fees and commissions associated with investment advice
- How often the four critical tests should be performed and the impact of life events on the need for reevaluation
- And more!
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