<p class="p1">In this episode of the <i>Financial Purpose Podcast</i>, host Dale Shafer shares a practical and fast way to get a snapshot of your financial health. Forget hours of spreadsheets, calculators, and jargon—this is a 10-minute wealth checkup you can do today. Dale walks you through five key areas to review—cashflow, emergency savings, debt, retirement contributions, and risk protection—offering a quick test, a helpful tip, and a next step for each. This simple process will help you uncover gaps, identify opportunities, and make sure your financial pulse is strong and steady.</p>

The Financial Purpose Podcast

Dale Shafer II, CFP®, CBEC®, APMA®

EP 97: Your 10-Minute Wealth Checkup: 5 Simple Steps to Financial Clarity

AUG 27, 202535 MIN
The Financial Purpose Podcast

EP 97: Your 10-Minute Wealth Checkup: 5 Simple Steps to Financial Clarity

AUG 27, 202535 MIN

Description

<p class="p1">In this episode of the <i>Financial Purpose Podcast</i>, host Dale Shafer shares a practical and fast way to get a snapshot of your financial health. Forget hours of spreadsheets, calculators, and jargon—this is a 10-minute wealth checkup you can do today. Dale walks you through five key areas to review—cashflow, emergency savings, debt, retirement contributions, and risk protection—offering a quick test, a helpful tip, and a next step for each. This simple process will help you uncover gaps, identify opportunities, and make sure your financial pulse is strong and steady.</p>