Episode 58: 5 Financial New Year's Resolutions If You're Over 60

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Cover Your Assets KC Podcast

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As you enter the new year, do you have these items on your list of resolutions and to-dos? For those over 60 years old, this list will help you gain the clarity and confidence in your financial direction.   Show Notes and Additional Resources: https://coveryourassetskc.com/episode-58-5-financial-new-years-resolutions-if-youre-over-60/    Today's Rundown:  1:29 - What resolutions to follow between 50 and 60 years old. 2:54 - Calculate your net worth statement every year. 4:54 - Update your financial plan. 6:38 - Make sure your estate plan is updated. 9:16 - Rebalance your portfolio. 14:06 - Evaluate your insurance coverages.