Financial Wellness: Investing Rules
Answers For Elders
Saturday, August 24, 2024 - 10 minutes
Are you preparing for the future financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about investing rules, part of financial wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.
Steve cites four simple rules: 1) be invested, in stocks and bonds; 2) be diversified; 3) rebalance at least quarterly – and most people don't rebalance often enough; and 4) review your fees – not the only thing that matters, but some are paying a lot more than needed.
- Legacy Estate Planning at Answers for Elders
- Legacy Estate Planning website or call 425-455-6788
- More podcasts with Steve Waltar
- Find an attorney near you at the American Academy of Estate Planning Attorneys website
- Vitality Revolution podcast series
- More podcasts on Financial Wellness
- Check out our affiliate podcast Alzheimer’s Speaks
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