Ep 91: Listen To This If You Need Help Understanding Your Financial Statements

My Retirement Clarity with Lee Perkins

Have you ever opened the mailbox to see you have gotten a financial statement, just to toss it in the ‘shred’ pile? Most people have.

In this episode, we will cover important parts of your financial statements so you understand what you are looking at amidst all of the fine print.

Here’s some of what you’ll learn in this episode:

• How reliable are income projections on financial statements? (3:26)
• Understanding your asset allocation summary. (6:10)
• Are all of your fees disclosed on your statements? (8:27)
• What you could be missing in the fine print… (11:15)

Want to set up a meeting with us? Visit us here: Talk With Lee