Ep 22: Warning Signs – How To Spot Problems In Your Financial Life

 


Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.

On this episode, we’re going to give you five different warning signs that should drive you to meet with a financial professional. It might end up that you don’t need to take any further action, but the sooner you can get on top of an issue, the better off you’ll be over time.

Here’s a little of what you’ll learn on this episode:

  • How we help clients determine how much it will cost to fund their retirement lifestyle. (2:16)
  • Why you shouldn’t get hung up on your net worth or a certain account balance. (4:51)
  • Planning for your retirement won’t be the same as it was for your parents. (8:56)
  • The 5 things we tell people to do during times of market volatility. (12:57)
  • Why healthcare expenses might be harder to plan for than you expected. (15:20)

If you have any questions about what we discussed today, please reach out and we’d be happy to set up a time to talk.

 

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SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com