Spring Cleaning - the Financial Edition
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 1 April 2019
⏱️ 36 minutes
🧾️ Download transcript
Summary
Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want to do:
- A fee audit
- Double-check your beneficiary designations.
- ...and more
For more information, visit the show notes at https://www.bigpictureretirement.net/111
Transcript
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| 0:00.0 | The Big Picture Retirement Show does not provide specific tax, legal, or financial advice. |
| 0:05.1 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:13.0 | Hello everyone and welcome to the Big Picture Retirement Show. |
| 0:16.0 | This is the podcast for anyone who is planning for or living in retirement. |
| 0:23.9 | I'm Devin Carroll and John Ross is with me today. |
| 0:24.4 | Hello, John. Howdy. |
| 0:28.6 | John, you know what the most dreaded words in the Carol household are? |
| 0:34.9 | Daddy's home? |
| 0:42.6 | Especially with me. household are daddy's home especially when I'm already there no misty's coming tomorrow |
| 0:47.7 | and I'll tell you what |
| 0:49.7 | Misty is the lady that cleans our house |
| 0:52.5 | oh yeah I forgot. |
| 0:56.7 | And so you wouldn't know this. |
| 1:02.9 | But obviously, having a house cleaner almost multiplies your workload. |
| 1:06.0 | Because you've got to get ready for the house cleaner. |
| 1:11.3 | And that's almost more work than actually cleaning it yourself. Yeah, okay, I get you. |
| 1:12.7 | So in those evenings where Karen says, Misty's coming tomorrow, I just know what's going to happen that evening. |
| 1:18.8 | She's not going to be sitting down. |
| 1:21.0 | She's going to be busy working, which means if I choose to sit down, I might get the glare occasionally. |
| 1:28.1 | Right. |
| 1:28.6 | Of course. |
| 1:29.2 | So, actually, Misty's coming tomorrow. |
... |
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