The Financial Success Checklist | S19 - The Power Of Checklists

[@Calvertmarian]

Mapping out retirement feels incredibly perplexing at this point! With SVB, Signature Bank, and now First Republic showing signs reminiscent of the 2008 market crash and a potential recession 2.0, it raises the question: should I continue saving in US dollars or consider investing in stocks? Consequently, I'm left contemplating what 2023 holds for us as investors. Sitting on over $745K in equity from a home sale, I'm uncertain about the next steps forward.

[@GhanYt]

true, A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for license advisors and came across someone of due diligence, helped a lot to grow my reserve notwithstanding inflation, from $275k to approx. $850k so far.

[@GhanYt]

I really don't like making such recommendations, because everybody's situation is unique. But there are many freelance wealth managers you could check out. I have been working with *Jenny Pamogas Canaya* for about four years now, and she's really, really good. If she meets your discretion, then you could go ahead with her. I endorse her.

[@davehenderson3247]

Another excellent video, wish I could have learned all this knowledge 10-20 years ago. Found you about 2 years ago and have watched just about everything since including back catalogue. You have helped change our lives!! Thanks for all your efforts 👍😎

[@LeBobanator]

Super helpful, high quality content as always. You deserve to be on the front page of KZbin with every video. Thanks for all your work!

[@MeaningfulMoney]

Thank you - much appreciated!

[@MUNRO13]

Your channel is excellent, so many things I’ve never thought about.

[@MeaningfulMoney]

Thank you - really glad it is helpful! 🙏🏻👍🏻

[@FABM27]

Some cliches but they are that for a reason. Its never too late to start. START NOW. Pay cash instead of using credit. Don’t spend money you don’t have to buy things you don’t need to impress people you don’t like or don’t matter. Money saved is money earned. Even 1 £ counts. Work hard and smart. Have a second income. Don’t stop working. Stop if you have passive income. If you need to splurge on something then do it from money saved from cutting out unnecessary expenses.

[@RossHbn]

Thanks again Pete.

[@LOUBAT1]

SUCH a great video

[@jj-pl6jf]

Excellent teacher.

[@MeaningfulMoney]

Very kind, thank you 🙏🏻

[@presterjohn71]

Wish I had got into all this at 50 rather than 55. Better late than never though.

[@MeaningfulMoney]

Definitely! It’s NEVER too late…

[@tonykelpie]

Recognise that when you spend money that you are committing the time that it took or will take to earn that money (after all deductions/expenses). You can often get more money, but getting more time is virtually impossible.

[@tonykelpie]

Getting married annuls your will, so write a new one. Having a will is fundamental; it can be varied after your death if your beneficiaries agree. Lasting Power of Attorney (the financial one; the health one is not so important…) is very important too. You never know when you may have a cerebral haemorrhage or a head injury rendering you unable to manage your affairs. Paying off mortgage protects against interest rate rises, which can happen at very little notice.